As a Scotiabank Financial Planner, I draw on my investment and financial planning experience to Scotia Securities Inc.
You define investment success – I will help you get there with advice and solutions that support your vision. I'll work with you to create a customized financial plan that articulates your investment objectives in a way that’s meaningful to you. With ongoing advice and a plan that’s designed to keep pace with your life, you can confidently manage today's priorities while preparing for the needs of
05/24/2024
Why DIY investors are turning to financial professionals as retirement approaches Savvy investors who accumulated assets on their own are looking for professional help with decumulation and tax planning
11/22/2021
https://www.fool.ca/2021/11/17/3-buy-and-forget-assets-for-your-rrsp/
3 Buy And Forget Assets For Your RRSP The RRSP is the soil on which you “grow” the crop that will feed you in the retirement years. It’s not the only patch of land but definitely one of the most fertile ones.
11/15/2021
Do clients confuse a financial plan with an investment plan? New IG Wealth Management study shows 80% get them confused – and advisors can help them sort it out
09/20/2021
The challenge to differentiate wealth services | Investment Executive Advisors can offer a personalized experience through deeper client engagement
09/05/2021
Perfect time to reflect on priorities, renew your financial plan As we enter September, a traditional time of reflection, renewal, and fresh starts, it’s a good time to spend some quality time deciding what’s most important to you in your life, writing down those priorities, getting specific about those goals and then designing a financial plan to reach each ...
08/31/2021
Wealth firms are missing a chance to engage with young investors New analysis reveals strong interest in financial matters, offering opportunity for advisors
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