About Me
My Commitment
I treat my clients with courtesy and integrity. I provide realistic, honest, holistic financial advice that is results oriented. My training, experience and expertise help ensure that your financial plan is on firm ground.
FPSC and the CFP marks
As a Certified Financial Planner (CFP®) I must maintain a consistent record of continuous education and adhere to a code of ethics to maintain my status.
Offering Fee Based/Fee for Service Financial Planning* & Advice
I am a Certified Financial Planner® (CFP) and Certified Executor Advisor (CEA, see to right)). I offer fee only financial planning services, which includes the preparation of a comprehensive financial plan or on a segmented basis*. I am committed to providing unbiased advice and prudent strategies for managing your financial wellbeing. My services are always tailored to your unique needs. I provide estate planning, risk management (life, health, critical illness, disability, long-term care insurance), cash flow analysis, investment planning, retirement planning, and tax planning.
What is a CEA?
A CEA is an accredited specialist advising Canadian executors using a team-oriented networking approach. CEAs will likely have expertise in one (or more) of the disciplines required by executors and, by taking the CEA program, gain a practical level of knowledge in all remaining areas. Their relationships with experts in these other areas help them provide executors with general guidance while providing comprehensive support as and when needed.
http://www.cicea.ca/en/what_is_cicea
* Fee Only Financial Planning Services are provided through GP Wealth Management Corporation.