Niagara Falls Financial Planner
Invest, build wealth, and plan for retirement with confidence.
- Certified
- Experienced
- Professional
Services
What I Offer
I’m certified by IIROC (The Investment Industry Regulatory Organization of Canada) to offer my clients the following services to improve their financial situation and futures.
01.
Tax Planning
Allow me to optimize your financial position by minimizing your tax burden and maximizing your savings. My holistic approach to tax planning encompasses income tax, capital gains tax, estate tax, and more, allowing you to fully leverage the benefits of tax-efficient investments and financial decisions.
02.
Retirement Planning
I’m dedicated to guiding you on a personalized journey toward a secure and fulfilling retirement. I leverage my experience to work closely with you to assess your financial goals, risk tolerance, and time horizon to create a tailored retirement plan that maximizes your wealth and ensures financial stability in your golden years.
03.
Financial Advisory
My mission is to empower you with a comprehensive, personalized financial roadmap designed to help you achieve your short-term and long-term goals. I will give you expert guidance, objective advice, and ongoing support, covering all aspects of your financial life, including investment management, retirement planning, tax planning, risk management, and estate planning.
04.
Estate Planning
Estate planning is an essential part of ensuring that your assets are protected and your wishes are carried out after you’re gone. My estate planning service is designed to help you develop a comprehensive estate plan that takes into account your unique circumstances and goals.
I’ll work with you to identify your assets and liabilities, develop a plan for distributing your assets, and ensure that your estate plan is legally sound and up-to-date. I have years of experience helping individuals and families navigate the complexities of estate planning, so you can have peace of mind knowing that your legacy is secure.
Why You Should Work with Me
Experienced
I have worked in finance for some of the largest banks in Canada over the last 5+ years.
Certified
I hold my Master's Degree, and CSC, CPH, and WME certificates.
Tailored Service
I will customize your financial plan to your goals and timeline.
Testimonials
What My Clients Say
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Free Consultation
Contact Me
Get in touch with me to learn how I can help you safely investment, plan for retirement, and do your taxes.
