She helps clients prepare for retirement and makes smarter decisions about their financial situation. She offers a comprehensive financial plan, from creating tax-promoting income streams to timing gains from the Canadian Pension Plan (CPP) and Older Safety (OAS), to ensuring that its portfolio will continue to earn savings once it starts.
| Serve | • Financial Planning • Investment plan and implementation |
| major | •Comprehensive financial planning • Retirement income plan •Tax Plan |
| Payment model | • Fees paid by clients based on assets managed by consultants •The fees paid by the customer (not based on assets) |
| Writing and speaking in language | • English |
Why did you become a planner?
I have always loved budgeting and fund management. It’s exciting to learn that I can have a career to help people make money. Financial planning was ultimately perfect for my interests and skills.
What is your financial planning method?
I provide independent, professional advice to clients without sales pressure. I look at the overall financial situation of my clients and then provide actionable tips and suggestions to help them optimize their financial situation and help them achieve their personal goals.
What are your most proud achievements as a financial planner?
I decided to be a paid planner because I wanted to provide financial advice without any inherent bias. I also want to offer transparent pricing and no minimum asset requirements so that I can attract people who value independent advice but don’t necessarily have a large portfolio.
What are the customer success stories you can share?
The best success story is to give clients confidence to hand over their retirement notice to their employers and have a clear understanding of their future.
What would you do if money was not the object?
I will be the owner of the professional women’s sports franchise.
What are the best money advice you receive?
My dad showed me how to calculate a mortgage. Understanding the payment method is mainly about the interest paid at the beginning of the semester, which makes me want to pay my debt more aggressively. By speeding up payments, we shaved off our mortgages for several years and saved thousands of dollars in interest.
What is the worst money advice you have received?
Invest without understanding the potential risks.
