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Taking the time to plan and being intentional with your goals is critical. Working with a financial planner can be a great way to make sure you're clear on where you are, where you're trying to get to, and how best to get there. If you have questions or aren't sure how to get started, feel free to connect with me. I'd be happy to help!

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More Canadians are counting on their homes to finance retirement: Dale Jackson

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Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.



Script: Let's help make your freelance dreams financially sustainable
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Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
The Strategic Advantage Of Asset Location

The Strategic Advantage Of Asset Location

What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.

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