Products & Services

WEALTH PLANNING

Financial Planning

Having a solid financial plan gives you the ability to determine and meet your life goals through the sound management of your wealth. I can customize a plan that will provide you with:

  • The assurance that your goals should be reached within a certain period
  • A list of actionable items to pursue in order to take control of your finances and achieve your goals
  • Peace of mind from having your needs met in a coherent fashion

Financial Planning™ is a trademark of HSBC Bank Canada and used under license by National Bank Financial.

Retirement Planning

Whether you're just beginning to give serious attention to building a substantial nest egg or looking to derive the maximum retirement income from your savings, I will work with you to create the right retirement plan.

My clients have access to the full spectrum of registered retirement accounts through National Bank Financial, including:

  • Registered Retirement Savings Plans (RRSP)
  • Individual Pension Plans (IPPs)
  • Registered Retirement Income Funds (RRIF)
  • Locked-In Retirement Accounts (LIRA)
  • Locked-In Retirement Income Funds (LRIF)