The purpose of my financial practice is to support people in their quest for financial health and to provide resources and education that facilitate financial well being. In turn, they may share with others, how to attain and maintain quality of life.
I am thankful for my childhood. Born to European immigrants and a first-generation Canadian, I acquired several life skills and experiences that I have employed many times in my own life and with my clients. I realized very good problem-solving skills and a natural resilience that propels adaptation and acceptance. Acceptance is always the hardest part of anything, really. After that, solutions can be executed.
Almost two decades ago, I transitioned from a natural health career to being an advisor of wealth and insurance. I knew I could use my excellent skillset within preventive health to help others be better prepared for the curves of life while supporting their vision of a life standard. You know, the savings to buy a home, retire well, build a business, start a foundation, travel, and recover from a serious illness or accident, with the ability to continue on with a good standard of living. Having some personal control is very powerful when life is like a tornado. I became my own client when my spouse was diagnosed with cancer. All of my protocols and counsel with clients came to light, and I am grateful for my discipline, problem-solving skillset, and experience to help my family through this unbelievable time. This always happens to someone else, right?
We married later in our lives, and so we both came together with our individual finances and insurance. Now as a couple, our needs became greater. What if the unexpected ever happened? What would the other spouse do? Could we manage to still enjoy life, no matter what?
We both topped up our health and life insurance while growing an emergency fund together. I firmly believe this prudent planning saved our household from financial ruin, and we could focus on treatment and the path to wellness. We did not need to sell our house, we did not use RSPs as emergency monies, and no charity funding was needed. Our grown children knew we had backup monies and insurance for this very purpose. This has allowed them to carry on in their lives without the financial burden of our situation.
A terrible, stressful situation happened, and we are better than okay. If you worry about your current investment and personal insurance plans or need a path to move through a possible major crisis (major illness, divorce, death of someone close, job loss), let’s talk. Gain personal control of your financial path, and keep a great quality of life!