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I have been in the Financial Services industry for over 24 years. As a Certified Financial Planner®, I help my clients with their life insurance needs, investments, and living benefit solutions. I work closely with individuals to create a reliable financial foundation for their future and future generations. I am also licensed as a mutual fund sales advisor and an active member of Advocis, the Financial Advisors Association of Canada. Whether you are just starting or are ready to plan your retirement years, every stage of life needs a flexible plan to prepare for the unexpected.
Designations: Certified Financial Planner (CFP®), Certified Health Insurance Specialist (CHS®), Fraternal Insurance Counselor (FIC).
The information provided on this website is for informational purposes only and should not be considered an offer or solicitation to buy or sell securities, financial products, or services. Stewart Fisher Financial makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information on this site.
Advisory services are available only in provinces where our individual representatives are registered. Products or services provided by third parties are independent of Stewart Fisher Financial and are not monitored or endorsed by the firm.
Investment Representatives include Richard Paliani, Nick Giovannetti, Larry Hoekstra and Phil Danelon who offer mutual funds through Quadrus Investment Services Ltd. Investments in mutual funds are subject to various fees and expenses, and their values can fluctuate. Please review the prospectus carefully before investing, as past performance is not indicative of future results.
Insurance, segregated funds and related financial products & services are offered separately through Stewart Fisher Financial as independent agents. For further information, please reach out to your advisor directly.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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