Will and Estate Planning
Business Succession Planning
Portfolio and Fees
The Story of Mr. and Mrs. C
The Story of Martha
The Story of Beatrice
The Story of Mrs. D
Client Feedback Form
Does Your Retirement Plan Cover the Fun Stuff and the Tough Stuff?
Small Things Add Up – In Saving and Giving
Why I am applauding my clients right now and why you should want to emulate them.
The 3 things you need to know about your money right now for peace of mind.
Market Update April 2, 2020
Covid-19 Measures We Have Taken
Market Update March, 2020
Market Update February 2020
National Bank Financial selected for the 2020 Bloomberg Gender-Equality Index
5 Ways to Get Financially Fit in 2020
Market Update November 2019
How to Read Your Monthly Statements & What’s Special About Your Summary Report
My Letter to You, My Client
Company Pension Plans – What Are Your Options
Market Update August 2019
Summer ’19 Office Hours and About That Leap
Financial Experts – A Guide on Who Does What
Are there any benefits to you as my client banking at National Bank?
Time to Gather Our Tax Slips
A Proud Moment – Portolio Manager Announcement
A Letter To My Clients
Market Volatility – December 2018
Holiday Spending Tips
Market Volatility – October 2018
Smart Changes to Retire in Style
Inheriting a Cottage? Uh oh!
With school just around the corner, here are a few key points about RESP’s
Is that vacation really worth it?
About Last Wishes, Wills and Tattoos
Book an Appointment