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I believe that you need to learn before you earn. While working with my clients, I strive to educate and explain financial concepts so they fully understand the recommendations I provide to help them reach their financial goals.
My primary focus is to partner with pre-retirees, retirees, professionals and business owners in Elliot Lake, Blind River, Manitoulin, Sudbury and across Northern Ontario.
I am passionate about working with my clients to understand what's important to them, their loved ones and specific situation. Working closely with my clients' accountants and legal team to align their tax and legal planning with their tailored investment and insurance strategies.
Edward Jones allows me to be the focused, caring and knowledgeable Financial Advisor that I strive to be every day. I have been in the Financial Industry for over 13 years and hold the PFP® designation since 2019.
Understanding your financial strategies is paramount to your success, so I not only welcome your questions, I encourage them. "How does today's news impact my own investments?" "Why do you recommend this over that?" "How does that work?" "What if we. . .?" "When can I. . .?"
I want you to feel informed, confident and secure about your finances and your future. With your questions, I can ensure you are well educated about what you need to know, including all your options.
I'll ask questions, too, so I can create a tailored financial strategy leading toward your goals while guarding for unexpected financial upsets. I'll ask about your personal experiences, what keeps you up at night and what you want for yourself and your family. I'll ask about roadblocks and potential opportunities.
My clients run the gamut, from younger families to pre-retirees to those already retired. And I have a special place in my heart for the unique challenges of women. Compared to men, women tend to have less saved, have less in Social Security benefits and have less confidence in their financial knowledge. Yet, most will be solely responsible for their finances at some point in their life, and many are also in charge of family finances. With the right tools in the financial toolbox, these challenges can give way to greater confidence and a path toward financial freedom.