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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