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Last Updated: Nov 14, 2024
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As a Certified Financial Planner, I will take the time to understand your current situation, help you identify your future needs and I will work with you to customize a financial plan to help you meet them. Through hard work and persistence, I am driven to provide strategies to assist clients in developing a sound financial plan to help them make informed choices when faced with life’s inevitable changes. I can help you plan to live the life you want with the resources you already have. Whatever your needs, working with a CFP professional is a crucial step in helping you ensure your current and future financial well-being. Born and raised in northwestern Ontario, I understand the challenges people face living in a small rural community. Twenty-five years of experience in financial services provides me with even more opportunities to assist clients with every aspect of their financial planning. |