We are your financial puzzle pros! Your financial puzzle is unique to you and our job is to help you piece that puzzle together.
With over 30 years in the financial services industry, I bring a wealth of knowledge and expertise in tax preparation and comprehensive financial planning. My approach combines years of hands-on experience with a deep understanding of the evolving financial landscape, allowing me to create tailored strategies that help clients achieve their financial goals with confidence. Whether you're planning for retirement, navigating complex tax situations, or seeking long-term financial stability, I provide thoughtful, personalized guidance every step of the way.
Experienced and knowledgeable financial planner, with over 10 years of industry expertise, ready to work with you plan your future. I have a Bachelor of Commerce from the University of Windsor as well as the Registered Retirement Consultant designation and primarily focus on Investing and estate planning. I’ll work with you to plan for your future goals and retirement help you achieve your financial success
With a decade of experience in the financial services industry, I specialize in optimizing administrative processes and providing personal tax preparation services. At Maple City Financial, my focus is on helping clients navigate all financial landscapes with ease, ensuring accuracy, efficiency, and peace of mind. Whether you're looking for guidance on tax planning or need streamlined back-office support, I bring the knowledge and hands-on expertise to make it happen.