Financial planning is more than just numbers. To me, it's the people and dreams behind the figures that matter the most. Our experienced team is available to answer your questions. We offer expert advice on Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plan (RRSP) options. We assist individuals make informed decisions regarding severance packages and possible transfers to Locked In Retirement Accounts (LIRA).
As an Assante Financial Advisor, I can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire. Our office is conveniently located in Point Edward, a small community servicing Sarnia, Corunna and Brights Grove, Ontario. I have been actively servicing our many business professionals, family business owners and retirees for many years.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.