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"Client appreciation, whether it be a smile, nod, or thank-you, makes my day a whole lot better. Helping others is a noble calling and financial planning gives me the opportunity to make a difference in people’s lives."
Irene is a Financial Advisor with over 10 years’ experience in the financial services industry. She has completed various financial planning courses and holds her Certified Financial Planner® (CFP) designation. This education and experience makes Irene an ideal partner with clients to develop and support their financial plan.
She is a “hands-on” advisor ensuring that her clients are covered from every financial angle and have a roadmap for the future. This is not a one-time event, however; Irene continues to work with clients to ensure their plan is meeting their needs throughout all their life stages.
Irene will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.