President
Certified Financial Planner
As President of Aspire it is my privilege to serve clients and other financial professionals as they work towards achieving their life goals. I aim to provide complex financial solutions, in a down-to-earth and approachable manner.
Every Canadian could benefit from a comprehensive financial plan, and based on this belief, every client engagement begins with an in depth look at their entire financial situation.
I tailor my financial planning services to each client, and my services include: retirement planning, insurance planning and tax-reduction planning. Client relationships should go beyond merely helping provide financial security, so I focus on building a relationship of trust that helps others achieve and maintain a comfortable lifestyle.
As a part of my ongoing efforts to provide excellence in financial planning I have earned my Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.