I work with people who are really passionate about what they do and help them make smart decisions with their money. I use a balanced approach to financial planning that uses a mix of insurance and wealth building strategies to help meet your life long goals.
When should you come see me? When you've just graduated. You're starting a new job. You're leaving your current job. You're getting married. You're buying your first home. You're expecting a new baby. You're starting up a new business. Or you're looking for some financial planning education.
Risk management specialties include:
- Life insurance
- Critical illness insurance
- Mortgage protection strategies
- Income protection strategies
Asset management expertise includes:
- Tax-free savings accounts
- Registered retirement savings plans
- Registered educations savings plans
- First time home buyers program
Business specialties include:
- Group Benefits
- Groups RRSP's and TFSA's
- Business Life and Critical insurance to fund buy-sell agreements, key- person insurance