Let's Work Together

Thanks so much for your interest in working with me! As a Certified Financial Counsellor (CFC™) and Qualified Associate Financial Planner™ (QAFP®), my financial planning services are advice-only (fee-only). What this means is I charge a flat rate for my unbiased financial advice, do not sell any financial products, am not licensed in securities trading, and do not manage portfolios or provide advice on custom securities trading.

I do, however, abide by FP Canada’s Standards of Professional Responsibility and have taken the Fiduciary Pledge as a member of the Financial Planning Association of Canada (FPAC), which is my promise to put the best interests of my clients ahead of any other consideration.

Please complete the form below to determine if we'd be a good fit for each other. If not, I'd be happy to refer you to another advice-only planner who can better serve your needs.