About Us

We consider ourselves to be financial caregivers. We accompany our clients on their financial journey through life’s milestones. Some of those milestones include:

Starting a business
Managing the complexities of owning a business – payroll and tax compliance/planning
Planning for education
Planning for and monitoring progress towards retirement
Buying or upgrading a home
Managing the financial concerns of a divorce
Retirement
Legacy and transfer of wealth planning – sale of a business/birth of a grandchild
Death of a loved one

I have a staff dedicated to helping clients filter the barrage of financial information available to them. We help our clients make informed decisions and seek solutions to suit their personalities and their needs.

Mandy has been a financial caregiver since 1990.