Independent Broker
· Work closely with product partners to develop investment strategies which are dependent on a client goals
· Create debt solution strategies that meet short and long term goals to be debt free
· Estate planning and preservation with retirement strategies and wills to bypass estate probate
· Assist clients in negotiating and renegotiating interest rates on mortgages, credit card
07/04/2024
🇨🇦 CANADIANS PAY A LOT OF TAXES! Be sure to put your returns to good use!
Not sure what to do? Maybe invest or pay off that card? Put it towards your bills? 🧐👀So many options! Let’s connect! My appointments are always free so if you want professional unbiased advise DM me ☺️
06/21/2024
If you’re looking for an opportunity to review your , and have an unbiased opinion and recommendations, let’s get in touch!
I help and empower clients with
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6. planning
My services are ALWAYS to the client, as an Independent I am paid by the banks, investment firms and insurance companies I partner with.
🌟 Seeking to elevate your financial future? Look no further! 🌟
As a seasoned professional dedicated to exceeding client expectations, I am thrilled to announce that I am now accepting new clients for collaboration. If you're based in Alberta and eager to optimize your financial portfolio, I'm here to guide you every step of the way.
Whether you're aiming to fortify your budget, implement effective debt strategies, secure your family's future with life insurance, delve into strategic investing, or craft a comprehensive retirement plan, I possess the expertise and dedication to help you achieve your goals.
Let's embark on a journey toward financial empowerment together. Reach out today to schedule FREE consultation and unlock the potential of your financial future! 💼
07/20/2023
02/07/2023
I’m not sure about how many people know, so I want to spread the word and share!
Do you know that eligible seniors and families with children under 18 can apply for $600 affordability payments ?
To apply you can go to the government of Alberta website and click affordability payments.
Affordability payments Seniors, families with children under 18, and Albertans on core support programs can get $600 to help with the rising cost of living. Find out how.
01/18/2023
Important to know!
Statutory Debt Limit The statutory debt limit, also called the debt ceiling, is the limit to the amount that the U.S. Treasury can borrow to meet its obligations.
Be prepared! 2023 - our economy might finally recover, but then we add taxes on taxes. Do you have a plan?
09/10/2022
Economic News with Sébastien Mc Mahon | iA Financial Group This week: We analyze the new rate hike from the Bank of Canada, and put the spotlight on housing.
06/30/2022
‘At some point we’ll risk reaching a tipping point toward recession’ Senior economist says stakes are high as inflation pressures persist