Helen joined Next Steps Planning in 2015 and brings her extensive background in Marketing, Business Development and Relationship Management, assisting clients and prospects in determining their future needs, making her a valuable complement to Marie’s Team.
She is proud to have been interviewed and recognized as one of Canada’s Investment Industry Faces.
Helen lives in Hamilton with her two children Jordyn and Lucas. She is a certified Yoga Instructor and the developer of “YogaBugz”, a program dedicated to teaching youth about yoga.
Connect with me on LinkedIn.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.