Over 10 years of experience in the financial services industry. I am committed to maintaining the highest standards of integrity and professionalism in my relationships with my clients. I endeavor to know and understand their financial situation and provide them with only the highest quality information, services and products to help them pursue their goals.
As an independent advisor I shop around to match my client's needs with the best possible solutions at the best possible price. Some of the companies I do business with include:
- Canada Life
- Industrial Alliance
- La Capitale
- Foresters
- Manulife
- Transamerica / Ivari
- Equitable Life
- Empire Life
- BMO
My Specialties include:
- Investment planning
- Life insurance
- Living benefits
- Disability insurance
- Retirement planning
- Education savings