Wonder if you can ever buy a home?
Hope to retire one day or improve your retirement?
Experienced a life change that significantly impacts your finances, positively or negatively?
Receiving disability benefits and wonder if that’s all there is?
You likely have questions.
That’s where I come in. I listen. I ask questions. By clarifying your goals, wants, needs, and resources, I create an individualized financial plan to help you achieve your vision.
Want to see what you can achieve financially? You may be surprised!
Services Offered in RI
- Financial planning
- Insurance & risk planning
- Investment management
- Charitable giving
Type of License
Provinces Licensed In
- British Columbia