Working with people for the last 20 years, I understand the importance of planning! Both my parents lived into their 90's. My Dad had lymphoma and ended up living with us in the last days of his life. My mother had Alzheimer's and had to be put into a nursing home.
It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.
As a Certified Financial Planner, I help my clients articulate what they want most for themselves and their family, so I can help them make the best financial decisions TODAY in order to achieve their hopes and dreams in the FUTURE.
I have been a Professional Appraiser since 1992 and have the AACI designation as a member of the Appraisal Institute of Canada.
I work for Farm Credit Canada, supporting Agriculture throughout Canada. I am an in-house appraiser specializing in valuing farms, agri-business and machinery & equipment.
FCC is a crown corporation providing lending services and programs to farmers and businesses directly related to agriculture.