Best Stock Broker Hamilton Near Me

4worldlovers: My husband, Dean, and I live in Burlington with our two sons, Alex and William. We enjoy movie nights and traveling and, like all parents, are kept quite busy with their school activities. I am a member of the Chamber of Commerce and despite my hectic schedule and the weather, I walk every day in our neighbourhood with our Sheepadoodle, Ellie.

I was raised by hardworking parents and grew up understanding the importance of properly managing money. That led me to want to help others understand that you can meet your short-term financial needs while investing for long-term goals – and help them determine exactly how to do so.

As a financial advisor, I believe an educated investor is a more successful investor. You work hard for your money, and you have a right to know exactly what you're investing in, why I choose the investments I do, and what you're paying to invest.

When we initially meet, the first thing I want to do is learn about you. Getting to know you enables me to understand what's important to you, where you are today financially, and where you want to be in the future. Once I have a solid understanding of your situation, I can then identify a strategy tailored to help get you there – and help you stay on track to reach your life goals, whether that's putting a child through university, travelling the world, or simply knowing you'll be financially secure in retirement.

I especially enjoy offering solutions to higher net worth clients and helping those who are recently widowed or divorced ease the stress that comes with being overwhelmed financially.