I take a proactive interest in helping you achieve your most important financial goals. With the support of a wide range of highly qualified financial experts in investment, tax and retirement plans As a proud member of the Tetlit Gwich'In First Nations, I use my own actions to continue reconciliation in my practice. Being a child from a 60's Scoop parent, I feel it is part of my duty to spread awareness around this matter.
Everyone deserves a professional who can understand their needs. I take a proactive interest in helping you achieve your most important financial goals. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning at IG, we’ll help you keep abreast of increasing changes in the financial services industry.
I am dedicated to working with you to help ensure you achieve your financial goals. Working with me, you can be confident you’ll have the necessary in-depth information you need to make your most important investment decisions.
Holistic Financial Services
Indigenous Finance
Trust Planning
Financial Management
Estate Planning
Tax Planning
Cross-Border
Personal investment planning
Financial Planning
Budgeting and cash flow management
Investment strategy and portfolio management
Risk assessment and management
Financial goal setting and progress tracking
Education funding and savings strategies
Debt management and reduction strategies
Retirement Planning
Retirement savings strategies
Pension analysis and optimization
CPP and OAS optimization strategies
Retirement income planning
Long-term care planning
Succession planning
Retirement and business succession
Tax Planning
Tax-efficient investment strategies
Estate and inheritance tax planning
Personal and business tax return preparation
Tax deduction and credit optimization
Assistance with tax disputes and resolutions
I am here to support your financial journey
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Financial Education and Planning made easy.
Financial Education and Planning made easy.
Empower Your Financial Future
Discover how our team of highly qualified financial experts can help you achieve your most important financial goals. Take a proactive step towards securing your investment, tax, and retirement plans today.