I am Certified Financial Planner at Wealth Plan Atlantic, where I focus on retirement income planning, pension optimization, and behavioral financial coaching.
I provide standalone financial planning and advice-first consultations, as well as integrated fee-based wealth management. My approach seamlessly combines custom retirement income strategies with ongoing portfolio management, tax-aware investment execution, and dedicated family wealth preservation.
About Wealth Plan Atlantic
Wealth Plan Atlantic is an independent boutique wealth management firm serving individuals, families, and business owners across Atlantic Canada. Through a collaborative team approach, our financial planners, investment advisors, and specialists work together to deliver clear, coordinated strategies tailored to your total financial picture.
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