What I Offer
Specialized Planning Services
Unbiased feedback on advice you’ve received elsewhere.
Includes:
Review of another advisor’s plan
Fee analysis
Risk assessment
Simple, honest recommendations
Financial clarity during major life changes.
Examples:
Divorce
Career change
Moving
Grief and loss
Blended families
Relationship transitions
Includes:
Organizing your financial picture
Stabilizing short‑term needs
Long‑term planning strategy
Clear next steps
Guidance for families supporting aging parents or adults with disabilities.
Includes:
Care cost planning/ long-term budgeting
Benefits + government program support
Care options and budgeting
Support for stressed or overwhelmed caregivers
Support for pregnancy, newborn transitions, NICU journeys, and growing families.
Includes:
Parental leave planning
RESP guidance
Childcare budgeting
Insurance review
Cash flow during income changes
Medical cost planning
Stress‑reducing organization
Best for: Expecting parents, new parents, and families navigating NICU or medical needs.
Clear answers to “Can I retire? When? And how?”
Includes:
Income analysis
Savings readiness
Pension review
CPP/OAS assessment
Withdrawal strategy
Longevity planning