Member Bio
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As a fee-for-service financial planner, I help individuals, couples and families to articulate their financial goals and then review their current financial situations and recommend strategies that will get them to their goals. I have extensive experience in money management, behavioural finance, taxation, investments, retirement planning, divorce planning and estate planning.
Over the years I have worked in private practice, public service, not-for-profit agencies as well as a brokerage setting. As a result, I have acquired a unique and sought-after perspective on financial planning.