I like working with people and being there for the big moments; having their first child, buying their first house… being there for them when they are going through the good stuff and the bad stuff… I love the personal connection and the trust that builds up over time.
I like being able to help people understand what they have in a financial plan, educating them so that they can make their own decisions and not be dependent on others.
I believe in an honour system with honesty and integrity and love working with others that respect and honour that as well.
To me it is not worth sacrificing your values to get ahead.
I was attracted to Financial Planning because it aligned with my core values. Enabling me to have a great career by helping others get further in their lives through coaching and educating.
180 Northfield Drive West, Unit 6 Waterloo, Ontario N2L 0C7