Retirement Success began as an extension of my passion for sharing knowledge and helping others achieve their financial goals while minimizing yearly tax payments. Through experience and observation, I’ve identified four stages in our financial lives. I think of these stages as; getting started, protecting what you’ve started, building on what you’ve started and enjoying what you’ve built.

My clients may be at different stages in their financial lives, but they share similar goals. They want to achieve a certain lifestyle, mobility and financial security. They want to seize the opportunities that come with greater financial freedom, exactly what I wanted when I started my journey.

Your financial life starts now, by making simple choices that will give you greater options. The option of owning property, protecting your loved ones from the unexpected, the freedom to travel and enjoy your leisure time, and ensuring you don’t run out is a juggling act without any on-going financial advice.

Living in the Peterborough area, I’ve been building relationships in the various communities throughout Ontario for many years. I’ve grown the business to include clients from Southern, Central and Northern Ontario. As an independent advisor, I have the flexibility to share knowledge and serve my clients with a personal touch. Some clients consider me as their first contact resource for anything that is tied to a dollar bill.

I call my strategy Value of Knowledge and it involves six clear steps to cover your life events. Cash management, tax planning, insurance planning, investment planning, retirement planning and estate planning.

Together, let’s plan for the four stages of your financial life and start realizing your dreams with the strategies for Retirement Success.