Financial Planning Specialist
Toll Free: +1 (800) 290-6643
Fax: (403) 264-1030
There are more benefits to having a financial plan than you may realize. A financial plan can help you:
- Balance today's needs with your future goals;
- Adapt to changes in your circumstances and needs;
- Prepare for unexpected emergencies;
- Experience peace of mind; and
- Much, much more!
There is evidence that Canadians who engage in financial planning are far better off than Canadians who don't. According to studies, 71 percent of people engaged in comprehensive financial planning feel closer to achieving their life goals*.
Once you decide what is most important to you, a financial plan will set your objectives into motion. With a financial plan, not only you are confident about your current financial situation, you have the peace of mind knowing that you have given thought to your future and begun to build the path towards it.
The Difference I Can Make
As a CIBC Wood Gundy Financial Planning Specialist, I have the knowledge and expertise to help you establish a plan that considers every aspect of your financial circumstances.
I have obtained the Certified Financial Planner (CFP) designation, recognized as the leading accreditation in financial planning. The CFP is limited to professionals, like me, who have achieved certain education and work experience standards and uphold an ethical commitment to put clients' interests first.
I can show you how much you need to save for a specific goal, how much income you can expect to have at retirement, and even use real figures to determine if you'll benefit more from contributing to your retirement savings or paying down your mortgage.
To learn more about my experience, please visit my biography page.
Together, we will create a plan that is right for you and your family.
To learn more about how we can work together, speak with your Investment Advisor.
* Source: Financial Planning Standards Council Value of Financial Planning