I take pride in educating my clients about their current financial plan and help them develop effective investment strategies to protect and grow their generational wealth.
I can manage all your investment vehicles, including:
-RRSP
-TFSA
-RESP
-Open Fund accounts (non-registered)
And
Personal and General Insurance needs:
- Critical Illness Insurance
- Disability Insurance
- Life Insurance
- Individual and Group Extended Health Insurance
- Commercial Insurance
- Farm Insurance
- Travel Insurance
- Auto Insurance
- Home Insurance
- Business Insurance
I utilize these types of investments listed above to create a sound financial plan, uniquely designed for each client. If you are among the 90% of Canadians that don't have a financial plan, let me help you achieve your financial goals.