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Working together to help you achieve what truly matters to you
As an investment professional since 2000, my team and I believe that each client’s needs are truly unique. Our goal is to offer clients relevant, customized wealth advice they deserve - and we can do that only by fully understanding them. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
By taking the time to truly understand your unique circumstances and what's important to you and your family, we can assist you in defining your goals and determine a suitable plan to help you realize them.
The most important factor in the relationships I have with my clients is trust. I place integrity at the forefront of every decision I make, and this fundamental principle has always guided me well.
I believe strongly in collaboration with my clients to ensure a solid foundation for working together. This is fostered through active listening and ongoing communication and begins with a deep discovery about you and what you hope to accomplish. This becomes the blueprint for your personal financial priorities, and as your life changes and these priorities evolve over time, so does your Wealth Plan. Executing a well-planned, risk managed investment strategy that is resistant to market volatility is at the heart of helping our clients attain their long-term financial goals.
My commitment to you is to be transparent and honest, and to work hard in helping you achieve your vision for your future, gaining the financial confidence to live your best life now and the rewarding life you're looking forward to in retirement.
Women in Financial Markets
Traditionally the Financial Industry, and in particular the role of Investment Advisor, has been predominantly held by men. Recently however, there has been a tremendous shift in women being recognized and appreciated for bringing a new female perspective to the investment and financial advice landscape. I am fortunate to be working with a truly progressive employer who values and promotes gender equality across all lines of business. TD is an industry leader in this respect.
This shift is also being seen with women increasingly taking the lead concerning family finances and investment decision making. Affluent, successful women professionals, executives, entrepreneurs and business owners are growing in vast numbers and have unique needs. I feel I'm particularly aligned with and sensitive towards these needs. Furthermore, many mature women in retirement find themselves in unfamiliar circumstances, through divorce or the loss of a spouse, where they are now the sole financial decision makers. This can be a difficult adjustment, one which I am confident I can provide the support needed for this transition.
I believe maintaining a high level of education is very important in this ever-changing environment. After receiving my Bachelor of Business Administration degree, with a major in Finance and minor in Portfolio Management, from Acadia University, I obtained the following certifications and designation: Canadian Securities Course, Conducts and Practices Handbook, Wealth Management Essentials and Certified Financial Planner designation.
I grew up in a large Cape Breton family and currently reside in Bedford. When I'm not in the office, I cherish spending time with our three boys, Jesse, Jayden and Noah. All three boys are very active in sports, largely playing competitive hockey. As outdoor enthusiasts, our family leads an active lifestyle. Personally, I enjoy running and golf in the summer months and skiing in the winter months. I also enjoy reading, cooking, yoga and gardening in my spare time.
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.