Thank you for taking the time to visit my website.
I would like to take this opportunity to tell you a little bit about myself, my professional background and how I believe I can help you reach financial freedom.
I started my career working with my father in his accounting practice. I learned a lot about accounting. Having the backbone of accounting, I took a step into the financial world and learned the basics when I started my career as a customer service representative at the Royal Bank of Canada. My passion grew for the financial world and when I wanted to take control of my own finances, I reached out to financial planners for help.
After having to work through a few different financial planners, I came to realize the strategies offered by them were identical. They believed in one size fits all. If it's not broken, why fix it? However, these strategies never worked with me and I always thought a plan should be catered to the individual.
That led me to the path of becoming a financial security advisor. With my background in accounting, it gave me a true understanding of individual and business financial planning. I truly believe my past experiences allow me to have a better understanding of the financial planning needs of a business and an individual. Understanding your individual needs allows me to make a customized plan to help you achieve your goals.
Financial Planning is not one size fits all - a good financial planner is like an architect who designs your dream home. They start with blueprints, a layout and a solid foundation. It is no different when it comes to managing your money. Your plans and goals change over time, and it is important that your financial plan changes with you and helps achieve your everchanging goals.
Give me the opportunity to help build a solid foundation for your financial plan.