At Belks Corporate Strategies Inc. we have a strategic planning process to ensure success. We will meet for introductions, understand your current situation, complete an analysis with all the facts, provide recommendations, Implement the plan and then review periodically as we may need to adjust along the journey.
The Pas, MB
In 2007, after several years in business, I ventured into the financial planning industry, specializing in corporate tax planning for business owners and professionals. My passion lies in helping individuals create tailored financial strategies to achieve their unique goals, with a particular focus on wealth building.
I believe that many people are not taking full advantage of proper financial planning to minimize taxes. While paying our fair share of taxes is essential, I'm dedicated to ensuring you don't overpay. Whether you're already successful or just starting your financial journey, I'm here to work with you.
Although personal financial planning is a significant part of my practice, I'm particularly enthusiastic about working with professionals and business owners. I enjoy hearing the stories of how it all began, the challenges you've overcome, your successes, and your ultimate goals. Even if you've already done extensive planning, I'm confident that I can bring new ideas to the table that will add significant value without wasting your time.
Please feel free to reach out if you'd like to schedule a meeting. I'm here to offer a friendly and professional approach to help you navigate the intricacies of financial planning and taxation. Your financial success is my top priority, and I look forward to assisting you in achieving your goals.
Portage la Prairie, MB
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.
The process I follow to create each plan includes:
- Gaining a clear understanding of my clients’ goals and dreams
- Analyzing their situation and identifying gaps
- Building a plan to help them achieve their short-term and long-term goals
- Reviewing their plan regularly to ensure it continues to meet their changing needs
I look forward to working together in helping you reach your goals.
Born and raised in Brandon, Manitoba, I’m invested in the success of this community and the people living in it. I’ve always been interested in the financial world, so joining Freedom 55 Financial was a great fit and a dream come true. At Freedom 55 Financial, your needs come first, even if you don’t know what those needs are yet. I’m here to guide you along the road to financial freedom.
I believe helping clients achieve their goals takes careful planning. Throughout your lifetime, financial emergencies, health crises and even premature death are possible, any of which could dramatically impact you and your family’s lifestyle and goals. A proper plan identifies these circumstances and help you prepare for them, regardless of where and when they might occur.
Supported by a team of experts
When specialized expertise is required, We have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.