Vision Statement:
Developing meaningful client relationships built on a foundation of trust and honesty that create not only financial freedom for the client but personal growth for clients and myself alike.
Mission Statement:
To build a path for clients to achieve the financial freedom they dream of through providing personalized financial planning advice.
Unique Value Proposition:
I am a financial advisor at Investors Group Financial Services Inc. I provide comprehensive planning advice to young professionals, couples starting new families and people preparing to retire. I help people see their dreams and then realize them. I believe that there are few things more satisfying then helping someone achieve a goal that is truly important to them, whether it be buying a first house, paying off student debt or retiring on time and in the style they have always dreamed of. I also believe that with my own energy and compassion for clients matched with the tools and team that Investors Group surrounds me with there is no one better to help someone achieve any of their goals.