Should You Commute Your Pension or Take Monthly Income?
Wondering if you should commute your defined benefit pension or take the monthly payout? Learn…
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Wondering if you should commute your defined benefit pension or take the monthly payout? Learn…
What Canadians Need to Know About Government Benefits, Breakeven Ages, and Balancing Security with Flexibility…
Financial Planning for DIY Investors Practical Steps to Take Control of Your Financial Future and…
Which “Flavour” of Financial Advice Is Right for You? Understanding the Differences Between Commission-Based, Fee-Based,…
Who Do Financial Advisor Designations Benefit? Here’s my Honest Take. Over the years, I’ve achieved…
Breaking Status Quo Thinking can be Beneficial The Illusion of Progress: Why Status Quo…
Retirement Planning in Canada “The financial services industry in…Atlantic Canada, is broken and in…
“Effective financial planning is 90% mental. The other half is about money.” — David Martin,…
Investment Policy Statements A Must-Have for DIY Investors ONE of the 7 key components of…
Financial Planning Reflection Summer Presents a Perfect Time to Review Your Financial Planning Progress Who…
Goal Setting: The “Why” Will Direct the “What” and “How” One of the biggest ironies…
Budgets Don’t Work! Rethinking Budgeting: The Cash Flow Approach When I first started in the…
Serving clients throughout Atlantic Canada, I am an independent, fee-only financial advisor who has attained the Certified Financial Planner (CFP) designation. I specialize in empowering individuals and families in Nova Scotia, New Brunswick, Newfoundland and Labrador, and Prince Edward Island with expert retirement planning, personal financial planning, and unbiased, advice-only guidance. My philosophy is rooted in education, experience and transparency, helping you gain financial confidence and clarity while creating custom strategies for your unique goals. Discover how my experience as a financial planner can guide your financial journey.
Inspired by our founder’s lifelong commitment to elevated, personalized client service and lower fees, our company focuses on empowering clients through improved financial literacy.
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