Life is a journey that is constantly changing, which becomes more apparent as you reach milestones such as starting a business, having children or retiring from your career. Knowing who to turn to is vitally important at these times in life.
We’re here to offer a helping hand and sound financial guidance, just as we have for the many other families and individuals we are proud to call our clients. We welcome the opportunity to serve you and your family.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.