Knowledge is power.

Every meeting we have is about building the relationship.  My goal is to earn your trust, and find out your goals and lifestyle.  
There is no "pre-packaged" plan in my business, and each financial plan is designed exactly for what you and your family need.

From Cash-Flow to Farm Succession Planning

  • I truly mean when I say I'm here for you, no matter what your walk of life.
  • I understand the feeling of overwhelming debt, living paycheque to paycheque, and not believing there is a light at the end of the tunnel.
  • I have helped numerous people make a plan for debt repayment or to understand where their money is going.
  • Money should make you feel confident, and empowered.  Let's get you to that feeling!
  • Coming from a 2 large farm families, I understand well the importance of farm succession planning.  Farms are complex and no 2 are the same.  Starting now, and making a plan, is the key to a successful transition. 

Expert Advice

  • Estate planning and taxation planning are important pieces to the financial plan puzzle.
  • I can recommend lawyers and accountants who can put together your will, and advise you on taxation and wealth transition.
  • You have built your legacy, now let's make sure it's protected.