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As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
I have been providing financial advice to my community for over 20 years. You may have seen me during my co-hosting years at Rogers Television with the popular “It’s Your Money” program or at one of New Brunswick’s High Schools presenting the “Money and Youth” series to students and parents alike. My 1 hour “Lifestages” presentation has been heard around many boardroom tables as a lunch and learn seminar and participants continue to call and ask follow up questions on every topic from investments to how to buy their next car.
My passion for providing responsive and accurate financial advice is topped only by my time spent raising awareness of the many needs in the community through working with such great organizations as the New Brunswick Alzheimer Society, Fredericton Food Bank, and the Salvation Army. If interested, please contact me to learn about ways that you can contribute to the ongoing needs of these organizations through deliberate and allocated (and often times tax deductible) insurance and estate planning solutions.
I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.
I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.
My primary role is to assisting Kevin in ensuring that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Kevin to discuss your financial strategy, please contact me at: (506) 454-4478.