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The Twilight Zone

I wrote this in 2018 to introduce clients to my approach to financial planning while I was working as a Financial Advisor with a Canadian insurance company.

Silhouette At Sunset

Planning for Loved Ones with Disabilities

With the right financial planning, you can create a future of financial independance for a loved one who relies on you now but won't have you forever.

A mother with a cripple child

Coming Soon

I'm always writing new articles, check back soon for more.

Beach Dinner Seating

My Approach to Helping Clients

A follow-up to my "Twilight Zone" article, this was written to provide the backstory: an important event early in my career that shaped my outlook dramatically.

Tailor Measuring Client

Planning for Tomorrow

Have you saved enough for retirement, through work or your own private investments? Have you saved too well and now face losing your OAS? 

Meeting

Coming Soon

I'm always writing new articles, check back soon for more.

Skiing
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