Make your money work as hard as you do.

We all work hard to build a good life—whether it's growing a family, building a career, or simply making the most of a well-deserved weekend on the lake. We’re lucky to live in a place where we can enjoy the outdoors, a great meal, or a glass of local wine. But what if your money could start working just as hard for you?

This isn’t about being a financial expert. It's about building strong, simple habits that create peace of mind, freeing you up to do what you love. Think of it like a good pruning in the spring—a small, disciplined effort that leads to an abundant harvest down the road.

As a Wealth Advisor, I have seen first hand how a few key shifts in our relationship with money can make a world of difference. It's not about giving up your favourite daily coffee or skipping that ski trip to Big White—it's about being intentional. So, let’s get on track and have some fun with it.

Improving your financial understanding

Here are a few key shifts that are important when it comes to our relationship with money. I place a high priority on client education, believing that an informed client is an empowered client. Rather than simply presenting solutions, I focus on thoroughly explaining the strategies and options available both today and in the future. By ensuring you feel empowered in your decisions, I help you build the financial knowledge and confidence necessary to manage your wealth effectively over the long term.

Tackling unexpected expenses

An advisor's true value lies in more than just providing answers; it’s navigating the path by helping you identify the right questions you should be asking about your financial life. Working with me, you have a trusted guide who ensures you don't overlook critical areas, such as long-term care, tax efficiencies, or legacy planning. I help you move beyond immediate concerns to explore comprehensive scenarios, giving you the clarity and confidence to make fully informed decisions today that will secure your future well-being.

Put your money to work

Saving money is great, but in a world with rising costs, money in a regular savings account can actually lose its buying power over time. It's like leaving your kayak on the shore while everyone else is out enjoying the lake.

Investing is how you put your savings to work, and it's much more accessible than you might think. By investing in things like stocks, bonds, or mutual funds, you're essentially buying a piece of a company or a group of companies. As they grow, your money has the potential to grow as well.

Think of it like planting a small fruit tree. You put in the initial effort, and over time, that tree produces fruit year after year without you having to do the heavy lifting. That's the power of compounding—your money earns money, and those earnings then earn even more, creating a snowball effect.

So now what?

Getting on track with your saving and investing habits can feel a bit overwhelming.

As your ATB Wealth Advisor, I can create a personalized game plan, navigate the landscape of options, and coordinate with other professionals like accountants and lawyers to make sure everything is aligned. My goal is to empower you to feel confident and in control of your financial journey, so you can spend less time worrying about your money and more time enjoying the incredible life we're so fortunate to have here.

Start with one small step today. The most important thing is to simply begin.