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Helping people make better financial decisions
As a passionate financial educator and trusted advisor to private clients and group retirement plan members,
my goal is to help people make better financial decisions by raising the bar on financial literacy.
Investment
It's something we're all trying to create more of and it requires us to be focused on two things at once: asset appreciation and debt reduction.
Insurance
No, contrary to what you might think, it's not your savings that should form the foundation of your financial plans.
Group Savings
Group Savings Plans are employer sponsored programs to help employees invest and save for a variety of objectives.
Banking
Manulife Bank is a Schedule I federally chartered bank and a wholly-owned subsidiary of The Manufacturers Life Insurance Company.