“I help individuals and families reduce their number one stressor, financial worry by working together to build their goals based financial plan to protect and grow their net worth for themselves, their family and their legacy.”
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Freedom 55 Financial, I can help you achieve your financial freedom.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
What is goals-based investing?
The objective of goals-based investing is all about helping you, the investor, reach your goals. It sounds like an obvious concept, and you’re probably thinking, “How is it different from what I’m doing right now?”
The right amount of Life Insurance can have an enormous effect on your life and the lives of those you love. It also makes up an important part of a goals based financial plan. The important part is getting enough of the right type of insurance to protect and grow your net worth for yourself, your family and your legacy.
GLC Asset Management Group's Market Matters monthly investment commentary - Opens in a new window will help to keep you informed when making financial decisions.