When a person ends up with an injury, illness, or faces the loss of someone close to them, life still goes on. Bills must be paid, income is still needed and savings are at risk of depleting. If you have ever watched someone close to you go through this, you will appreciate my services even more! My passion is to be a resource and best protect my clients and their families BEFORE this happens. I evaluate the personal and financial goals of each client and start by building a foundation which is carefully planned to create a structure that supports what's most important: their current and future lifestyle.

With over 25 years of experience in the accounting field, assisting individuals and families with cashflow and budgeting, I have been able to give each client peace of mind in managing their finances when life becomes uncertain. In 2018, I decided to take these services to the next level.

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget

• Reviewing your investments

• Evaluating any insurance needs

• Determining if you can reduce your taxes

• Planning your retirement

• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

My mission is committing to building relationships, protecting families, friends, and their loved ones as well as extending the same service to their friends and families. Tragedy can strike us or around us at any time. By educating families and making financial security a priority, my clients are able to eliminate financial uncertainty which provides them peace of mind.

Now more than ever, my commitment to guiding others in having security and stability in an uncertain world stands stronger. My goals in helping others start with :

• Helping others meet their financial objectives

• Building lifetime relationships

• Providing peace of mind

• Focusing on individuals and families

My personal vision is to be recognized as a provider for individuals in the community, personalizing protection for families. This level of commitment and these services enable me to strengthen relationships and give stability for your family with present and future protection. As I learned to grow with and build protection for my family, I want to do the same for the community I live in and those around me.

My choice in joining the Desjardins Financial Security Independent Network Southwestern Ontario team did not come lightly. The team believes in me and in the services and education I would provide to others. The many resources as well as a team available to me allow me to be a better advocate for my clients.