I have over 20 years of experience in the financial services industry and have helped hundreds of individuals, families and business owners protect their financial futures by implementing a custom tailored plan. I have obtained a Masters in Business Administration (MBA) degree at RRU in Victoria, BC and also am a Certified Financial Planner (CFP).
How We’ll Work Together
For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.
Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.
- Understand your financial objectives and concerns.
- Personalize how we work together based on your needs and preferences.
- Gather your information to understand your current situation.
- Analyze your information to develop a personalized plan.
- Implement the desired strategies within your plan.
- Review progress towards your goals and make necessary adjustments.
As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.
Products and Services
I offer insurance and investment solutions to protect your financial future.
- Life Insurance
- Education savings for your children or grandchildren
- Critical Illness, Disability and Long-Term Care Insurance
- Investments for your short and long-term goals
- Savings and retirement income
- Charitable giving options
Contact me today for a free financial review!
About FaithLife Financial
For nearly 100 years, FaithLife Financial has been protecting financial futures by offering a broad range of life insurance products and services, as well as providing one-to-one guidance from our advisors across Canada. But that’s only part of the story. As a grow-to-give company, we share a portion of our profits to give back – through community outreach, direct donations, and a number of benefits that let members support their family, their community, and the causes they care about.