Plan Your Financial Future with Confidence

In German, 'Hummel' translates to 'Bumblebee'. 

Many people strive to understand the significance of bees.  Bees gathering nectar, guarding the hive and honey, caring for the queen and larvae, keeping the hive clean, and producing honey.

I am passionate about assisting business owners, individuals, and families in understanding the Money Game by guiding them to achieve and secure their desired future through personalized financial planning.

My enthusiasm lies in educating about finances and aiding others in reaching their financial aspirations, while also ensuring the protection of their loved ones and themselves in the face of life-altering illnesses or unexpected loss.

Have you ever thought about making your money work as hard for you as you do for it?

I take pride in fulfilling the retirement planning needs of Canadians both in Alberta and Ontario. This is accomplished by attentively listening to clients as they share their financial goals and concerns, and then assisting them in crafting a plan tailored to their unique needs. With a firm belief in my work, I have established my business on a foundation of trust and communication.

I am committed to delivering the utmost value and service, with a dedication to professionalism, ethics, and ongoing education. My approach involves a proven process that starts with understanding the client's ambitions and financial status, assessing their income and savings sources such as RRSPs, TFSAs, LIRAs, etc. formulating a confidential, bespoke retirement investment strategy, and consistently reviewing and adjusting the plan.

Consider starting or continuing to build your hive today.