“I am passionate and driven by our clients’ success. I am committed to our clients’ financial success.  The greatest reward I experience is seeing lives changed for the better through crafted plans turning into reality. We enter new client relationships with a very long-term perspective and commitment.  It is rewarding to see our clients evolve from being anxious, confused, lacking clarity and trust in their plan and path, to feeling confident and excited about their ability to reach their desired outcomes – which is vital, as we believe this planning aspect encourages positive behaviour.  We thoroughly enjoy having a positive impact on individuals and families including allowing them to focus on what their destination looks like as we take care of the journey.”