Who are my clients?

​My clients come from all walks of life; from university students to retirees - individuals and businesses. However, I specialize in working with young families looking for ways to match their financial plans to their growing needs. My other area of specialization is retirees. I especially enjoy helping seniors optimize their retirement plans to ensure they can make the most of their years of hard work while not worrying about outliving their money or leaving their families with a tax burden!