
I work closely with clients to review their current investment status, determine their investment objectives, assess their risk tolerance and taxation concerns, then build an investment program tailored to their needs. NBFM Financial Management looks at the whole picture: investment and savings needs, retirement plans, income projections and tax reduction planning. I value clients and have built long-standing relationships with them. In some cases I manage several generations of the same families, which is a true testament to the service and attention we provide. I have long-established working relationships with many carriers including insurance and investment companies, banks and trust companies, which guarantees objectivity when it comes time to making an investment decision.

- Registered Retirement Savings Plan (RRSP)
- Tax-Free Savings Accounts (TFSA)
- Registered Retirement Income Plans (RIF)
- Locked-In Retirement Income Plans (LIRA/LRSP)
- Group RRSP
- Individual Pension Plans (IPP)
- Registered Education Savings Plan (RESP)
- Guaranteed Interest Accounts (GIA)
- First Home Savings Account (FHSA)
- Income Projections Prior To And During Retirement
- Estate Planning
- Income Tax Service