Financial Professional

Working within the financial industry I am committed to helping my clients plan and prepare a solid financial future, through the use of wealth management, risk management, investment & financial strategies.  Our services range  from Education savings (RESP's), Pensions, Income Protection, Disability Savings Program (RDSP), to tax efficient (RRSP/TFSA) investment assets.  It's about building a family's trust and confidence in their financial decisions, by getting to know them and their goals. It’s not just an investment, it’s a relationship!

 

Wealth Management

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GROUP SAVINGS PROGRAM

You have questions, we have answers. Wondering how to best help your employees with a convenient way to save for the future.  A Group Savings Program offers many benefits for both the employer and their employees. Schedule an appointment with Winsome to learn more.

FINANCIAL BLUEPRINT

The only two things life gives you are opportunity and time. Time, combined with three important elements, financial roadmap, rate of return and consistency; a powerful combination to achieving financial success.  We use a cutting-edge digital tool that works like a GPS but for your money. It's a simple-to-follow financial blueprint for your future; a complementary service we provide, so you can worry less about money and focus more on the important things in life.

RETIREMENT PLANNING

  • 50% of Canadians saving for retirement have not visited a financial advisor in the last 12 months

  • The average Canadian expects to retire at 64 years old

Whether you're retiring now or a few years down the road make sure you're on track.  No matter where you are, armed  with simple, yet powerful information you can learn how to avoid the mistakes so many others make. 

RRSP vs TFSA

Which one?

While they’re both useful accounts, there are some key differences between them that make them more suited for certain goals and income levels than others. It's about understanding how those financial tools work, and how they are best managed in your financial roadmap.

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MARRIAGE & MONEY

For better or for worse includes finances too.  Make it a strength instead of a weakness.  Whether you’re getting hitched for the first time or remarrying after a divorce or death, it’s smart to sit down with your partner well before the wedding to talk about what each person brings to the overall financial picture.

 

Make More Than a Living

A FEW OF OUR PARTNERS