As a Financial Planner in Waterloo, Ontario, I have over 20 years of Financial Planning knowledge. My clients consist of mainly professionals and retirees. It is my role to ensure that all aspects of my clients’ financial goals are achieved using a well-constructed, realistic financial plan that takes into consideration retirement planning, tax saving strategies and estate planning. My knowledge, experience and resources allow me to recommend strategies that include Investment funds, segregated funds, annuities and GICs. I also have vast knowledge of insurance solutions and recommend products such as disability insurance, critical illness, long term care, universal life, whole life and term insurance. I also have experience opening trust accounts to assist clients with tax planning for future generations.