Money is one of those topics that many people don’t like to talk about. It’s not something that was taught in most schools, yet is an undeniable key aspect of all of our lives. The personal assessment of having money, or not having money, creates a subjective emotional response that affects self-confidence and overall life choices. This creates a situation where personal financial results are often a result of a person’s mindset more than investment performance, or other economic factors.
What if there was a way to identify your mindset and ensure it was in alignment with your personal goals and values? If you can shift your money mindset to support your own personal vision of financial success while also implementing solid and comprehensive financial systems into your life, you can create a whole new realm of financial possibility.
This site was created with exactly that in mind. Implementing the tools, techniques and methodologies that I teach will help you:
- Tax and estate planning
- Retirement income planning
- Business succession planning
- Investment planning advice
- Cash management
- Charitable giving
- Mortgage and debt management
- Insurance planning
My focus is to help you set up your finances in a way that you can live your life without financial uncertainty, doubt, or stress. I take a holistic approach and include education where applicable to ensure you maintain control over your assets. Working together, we can help re-ignite dreams that might seem distant because of the ever-increasing demands on your time and your money. My goal is help you build the financial foundation to bring those dreams into reality!
Based in Bancroft, Ontario, I work with people of all ages to assist them on their journey to financial wellness. You can count on my team and I to provide financial management solutions, as well as provide access to a variety of investment, insurance and lending options.