I own Future Values Estate & Financial Planning, a financial services firm working with business owners and professionals to align purpose with their finances.
My unique process guides clients through values-based decision-making, responsible investing and prudent risk management. Working together, we develop an organized approach to financial independence, income sustainability, family legacy and social impact.
I am an accredited, qualified and experienced Certified Financial Planner.
In 2012, I was granted the distinction of FELLOW of FPSC (Financial Planners Standards Council) one of only 50 people in Canada amongst 17,000 CFP Professionals .
I am an investment representative and...
Contact Details
Tags
high schoolteaching children about moneyfinancial planningyouthsrisocially responsible investingri
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
