Patience, empathy and knowledge are the qualities I bring to the table. You can be confident that together, we will take the time to review your current situation and prepare a solid plan for the future, based on your needs and desires. I specialize in Socially Responsible Investing, preferring investments that meet environmental, social and governmental standards. I can also help manage your risk, protecting against life’s uncertainties with life, disability and critical illness insurance. As an independent advisor, your needs always come first.
As the winner of Alterna Savings and Credit Union’s first Community Social Responsibility (CSR) Idol award, I had the opportunity of traveling to the Philippines with the Canadian Co-operative Association to observe firsthand the benefits of people working together for their mutual benefit. As a member of the Centre for Social Innovation, this is my outlook on life and in work.
Specialties: Financial planning, life, disability and critical illness insurance, estate preservation, RRSP’s, and socially responsible investing.