MW Financial Planning

As a resident of Redwater, I’m proud to serve my local community with personalized, straightforward financial guidance. With over 10 years of experience in the financial industry, spanning lending, investments, insurance, accounting, and advising, I’ve built my practice around three simple principles: trust, clarity, and confidence.

I hold the Personal Financial Planner (PFP®) designation through the Canadian Securities Institute, reflecting my commitment to professional standards and comprehensive, client-first advice. I have experience assisting clients in all life stages, from the initial building steps of wealth to preservation and estate planning strategies.

Whether you’re:

• Planning for retirement
   
• Protecting your family
   
• Growing your investments
   
• Or working through debt and financial transitions
   

My goal is simple - to help you make informed, confident decisions with a clear understanding of your options at every step.

At MW Financial Planning, you’re not just another file number. You’re a neighbor, a business owner, a parent, and a person with real goals - and you deserve advice built around your life.

Certifications & Licenses:

Personal Financial Planner (PFP®), Designated Financial Services Advisor (DFSA®), Life License Qualification Program (LLQP), Life License, Accident & Sickness License, General Licensing Qualification Program (GLQP), General Insurance License - Level 2, Mortgage Associate License