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.

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

*Please note: The segment of clients I work with is between 25 and 50 in the wealth-building stage of life. If you are approaching retirement in the next 5-15 years, I'd be more than happy to recommend an advice-only planner who specializes in retirement income planning who would be a better fit for you.