You talk, I listen

 
I am here to listen to your needs and provide comprehensive financial planning and investment solutions that will help you achieve your short-term and long-term goals.
 
Whether you're a business owner looking to sell your business, or an individual dealing with the financial implications of mortality - I am here to help. 
 
Your situation is unique, and determining your goals is the first step to realizing them. Through my process below, I deliver personalized solutions to sustain and grow your wealth at each stage of life. 
 

 

More wealth, more questions:

Have you asked yourself any of the following questions lately?
 

  • How can I sustain the wealth I have built throughout retirement?

  • Are my children prepared to inherit wealth and do they have the necessary education to maintain it?

  • Is it the right time to establish a succession plan for my business? 

  • How can I use my wealth to give back to the community? 

  • My spouse has just passed away and I am now the sole decision maker. Where do I start?

  • Will I be able to assist with my children's education? 

Contact us today to review your options 

 

Family Enterprise Advisor

As one of Nova Scotia's first investment advisors to receive the FEA designation, I take pride in my ability to understand the nuances of family businesses. 

Each family enterprise has unique dynamics and priorities that shape their definition of success. I take your qualitative and quantitative priorities into account to provide integrated solutions that make your personal and professional life easier. 

To learn more about how I can help your family business prosper with a custom wealth management plan, contact us today.

Blog - Latest Updates

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Elder fraud can take many forms and is a growing problem in Canada and worldwide. With a general rise in online scams — and seniors’ increased adoption of smartphones and the internet — cyber crimes against Canada’s older population are resulting in

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How to safeguard yourself against cybercrime and electronic fraud

How to safeguard yourself against cybercrime and electronic fraud

Oct 01, 2024

With cybercrime on the rise in Canada, it's important to know how to protect yourself and your family.

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