704 - 5500 North Service Rd, Burlington, On
Financial stability is something that we all aspire to.
I believe that individuals and families that are better organized financially are ultimately happier. I believe that we are all striving to be happier, and although we might all define happiness differently, being financially organized and informed certainly helps.
I help people within 10 years of retirement understand their dreams for the future and build the plans required to achieve those dreams. We offer a unique investment product designed to reduce volatility and help you sleep at night.
I maintain my Certified Financial Planner Professional and Registered Retirement Consultant designations.
The Emeritus process is a proprietary methodology that takes the daunting task of merging a life plan & investment plan and turns it into something which anyone can do. We call it the C3 Process, following it will bring you Clarity, Confidence, & Convergence between your life plan, and your financial plan.