We are mentoring millennials to be the richest generation ever.
This vision was birthed out of hearing repeatedly from a variety of media and people that millennials are lazy, entitled, and that because they buy avocado toast their hopes of ever accumulating wealth are lost forever in a delicious mistake. Since I am a millennial, I took deep offence to this, which is why I started You Got This. I want to bring a positive message of hope and strength to young people to let them
know that they’re better off than they think they are. With a mentor on their side offering the right advice to benefit them, not the financial
advisor, they can say to themselves “you got this”. The finance industry has been run by an old boys club of white haired millionaires for too long.They don’t care if you succeed, as long as you’re trapped by some debt (which they own). The standard advice we keep hearing from our parents, our parent’s financial advisor, or our bank is tired and frankly wrong. The world is changing and it’s time we heard a new message, from a relatable perspective, with a fresh strategy specifically for millennials to tackle building wealth and assets in Canada. Let’s start achieving and become financially independent. You Got This!
YOUR PERSONALIZED UNIQUE PLAN
Whether you're in need of a more efficient cash flow, a working budget, help utilizing your TFSA and RRSP, developing a retirement plan, or funding your child's education I look forward to hearing your goals and building a financial blueprint uniquely designed to accomplish your dreams.
TACTICAL FINANCIAL GROWTH
When it comes to investing you can either weather the storms of the market highs and lows with passive management at a large bank or partner with me to take advantage of ideal market conditions to maximize growth and minimize loss through my tactical portfolio management.
PUT YOUR BUSINESS TO WORK
You've worked hard building your business, let me show how to put your business to work for you by maximizing tax advantages including removing trapped funds from your holdco tax-free, developing cash values for asset transfers, or funding your retirement.
GUARD YOUR GOALS
Life is unpredictable, ensure your dreams and goals are protected. You are your greatest ability to make money. Through a proper analysis of your needs I want to show you how to use insurance products to protect your ability to accomplish your goals while also contributing to your savings plan.