Finances don't have to be complicated, but it does need a plan. I take a big picture approach with my clients to make sure they are prepared for whatever life throws their way. I first received the finance itch when I started as a mortgage broker. I soon realized my favourite part of the job was helping my clients plan their savings strategy to buy or pay off the house, rather than get the mortgage. So I transitioned to become a financial advisor at a bank and then was thrilled to join Sure Path Group in 2020.
While growing your assets, or going into retirement, you need someone who is looking out for your best interests and who is guiding you on your financial decisions for the next 30 years. My clients are fully involved with their financial plan as life is constantly changing and their plan must be just as flexible. Clients I work with can have peace of mind knowing that I will be there to help protect their family and future.