Contact me
Write something in this area.
Frequently Asked Questions
How do I pay for your services?
All financial education is complimentary. If a client decides to move forward with any suggestions I make them I get paid by the companies I recommend to them.
If I prefer meeting in person is that possible?
I offer services online and in person so absolutely!
How do your services differ from a bank?
I provide financial education from start to finish and make sure that it is based on each clients financial goals. I am then able to provide solutions that help achieve those goals with one or more of the 70 different companies I work with. I then continue to help throughout all stages of life and provide proper annual financial reviews in case there are changes required.
Services available in the following provinces:
Quebec
Ontario
Alberta
New Brunswick
North West Territories
Business Hours
Monday - Sunday
Appointments only
08:00am – 10:00pm