Listed In: Financial Planning
As a Scotiabank Investment Specialist, I draw on my investment and financial planning experience to help you feel more confident in your financial future. You define investment success – I will help you get there with advice and solutions that support your vision. I'll work with you to create a… As a Scotiabank Investment Specialist, I draw on my investment and financial planning experience to help you feel more confident in your financial future. You define investment success – I will help you get there with advice and solutions that support your vision. I'll work with you to create a customized financial plan that articulates your investment objectives in a way that’s meaningful to you. With ongoing advice and a plan that’s designed to keep pace with your life, you can confidently manage today's priorities while preparing for the needs of you and your family in the future. Knowing how demanding life can get, I can work with your schedule to meet when and where it’s convenient for you. Read more
Business Hours
M-F 9am-5pm, Sa 9:30am-4pm, Su Closed (Morning & Evening Appts Available Upon Request)
Specialties
Retirement Planning, Investment Planning, RESP, Cash Flow Planning, Estate Planning, RRSP, TFSA, Education Savings Planning, Tax Efficient Strategies
Languages
English
