I have over 25 years’ experience working in various areas of the financial services industry, thereby providing me with a well-rounded and unique perspective. Throughout my career, I held positions as a personal banking officer, a personal investment manager, and a financial planner. Currently, I am an investment advisor with ScotiaMcLeod, where, for the past 13 years, I have been able to enhance my expertise and hone my skills. Presently, I am a member of the Rogers Publishing Advisor Group Editorial Advisory Board, and the Douglas College Financial Services Advisory Council. My work has been featured in a wide range of national, local, and industry related publications including: Chatelaine, Globe & Mail, MSN Money, Yahoo finance, The Province, and Advisors Edge. I have also appeared on Global BC News Hour, providing expertise related to various financial topics. Learn more here.
An inheritance is traditionally a gift transferred to a child or grandchild after a person died. You don’t necessarily have to wait until you have passed...
I always advise women of two things, first take care of your personal finances throughout your years ‘as if you had to’. And second, save regularly regardless of your...
Dave and Colleen both retired early simultaneously from very high-stress careers and moved to the Gulf Islands. Through years of hard work, they have a good...
If your child is about to start college or university, he or she will be adjusting to a new independence. Part of this phase of life...
The merging of two financial lives into one can create havoc on even the strongest of relationships and especially if money talks were never tackled beforehand....
Canadian divorce rates for most age groups are on the decline with the exception of Baby Boomers (people born between 1946-1964). People over the age of...
Life insurance may be something on your list of things you think you could cut from your budget soon after you retire. If you think of...
Retirement is supposed to be the Golden Years. We work hard and sock away a portion of our earnings for years so that we can...
Do you remember the good old days when spending our tax refund as soon as we received it wasn’t such a big deal? The job...
No one wants to dwell on a topic like their own demise, but it is one that needs to be discussed as part of your overall...