Let’s map a route together.
I work with folks to see where they are in relationship to their financial goals and map a route to where they want to go. Everyone is unique, so we tailor financial recommendations together to secure your finances today while growing wealth for financial goals and dreams.
Financial information is one of the most personal and intimate things a person can share. I honour the trust placed in me and provide a safe environment to discuss the experiences and dreams that shape how you want your future to look.
I typically meet folks in their own homes so they don’t have to spend time to travel.
Some people prefer to meet outside their home. In that case, I often recommend meeting a cafe or restaurant with a lot of white noise so we can have a confidential conversation.
I work from a home office in Cambridge (stairs to second floor washroom) and have a meeting room at my Guelph office (gendered washrooms).