With over three decades of experience in the financial planning industry, we at Proxima understand the importance of trust, care, and personalized advice in helping our clients navigate their financial journey. We are privileged to be a part of our clients’ lives, assisting them in achieving their personal and financial aspirations.

At Proxima, we believe in comprehensive, values-based financial planning. Our approach is centered on understanding each client’s unique circumstances, goals, and values. Whether you’re an individual, a family, or a business owner, we are committed to providing tailored solutions that address your specific needs and objectives.

At Proxima Financial Planning, our mission is to empower individuals, families, and businesses to achieve their financial goals through personalized advice, trust, and care. We strive to build long-lasting relationships with our clients, guiding them towards financial security and prosperity while upholding the highest standards of integrity and professionalism.

As the Administrative Client Support Specialist at Proxima Financial Group, I have honed my skills in order to provide exceptional customer service. From being the friendly voice on the other end of the phone, to effectively actioning processes and conducting thorough research, I consistently strive for better results. I’m a jack-of-all-trades, always ready to jump in and help out wherever needed.

I take pride in my ability to provide clear direction and guidance to those in need, ensuring their satisfaction and the smoothest outcome possible. My eagerness to acquire new skills and knowledge allows me to continuously improve and serve our clients at the highest level.

One of my greatest strengths lies in my unwavering commitment to fairness, kindness, and helpfulness. I believe that fairness is a fundamental aspect of being human, kindness costs nothing, and offering assistance to others is a mission I wholeheartedly embrace.

As a valued member of the team at Proxima Financial Group, I am excited to bring my exceptional customer service skills and passion for client satisfaction to a team that shares my commitment to excellence.

So, whether you’re looking for expert assistance and direction, or simply need a friendly ear to listen, I’m here for you. Let’s work together to turn your dreams into reality!

At Proxima Financial Planning, we understand that everyone’s financial situation is unique. Our personal financial planning service is tailored to meet your individual needs and goals.

Whether you’re saving for a major life event, planning for retirement, or seeking to grow your wealth, our team of experienced advisors is here to help.

From budgeting and debt management to investment strategies and estate planning, we’ll work closely with you to develop a comprehensive financial plan that aligns with your aspirations and values.

Managing your wealth requires more than just picking the right investments. At Proxima Financial Planning, we take a holistic approach to wealth management, considering your financial goals, risk tolerance, and time horizon.

Our team of experts will work closely with you to create a customized investment portfolio designed to maximize returns while minimizing risk. Engaging asset allocation and diversification, we’ll help you preserve and grow your wealth over the long term.

With Proxima by your side, you can feel confident knowing that your financial future is in capable hands.

At Proxima Financial Group, we understand that establishing and managing trusts is a deeply personal and sensitive matter. Whether you’re planning for the future of your loved ones, protecting assets, or supporting charitable causes, our Trust Wealth Management services provide the expertise and guidance you need to navigate the complexities of trust administration with confidence and peace of mind.

We are committed to upholding the highest standards of integrity, transparency, and fiduciary responsibility. We take the time to understand your unique circumstances, goals, and values, ensuring that trust wealth is tailored to meet your specific needs and objectives.

We’re here to help and support you in achieving your financial and philanthropic goals.