Your life. Your financial plan.

Let me tell you a bit about me:

My goal is to better understand your financial goals and to develop a clear understanding of what success looks like to you.

I’m here to help you achieve your goals and plan for financial security for today and tomorrow. For some, it might be planning for retirement or income protection, for others, business protection, tax strategies or group benefits. Regardless of the size of the goal or the timeline for achieving it, I will help provide solutions and expertise that are relevant to you.

With a team of specialists, I can help you build your financial plan that works for you today and down the road, wherever that road takes you.

I build long-term relationships with my clients and I look forward to doing the same with you.

Contact me for a no obligation appointment

I work with clients on:

- full financial planning

- Individual life insurance:

  term, participating and universal

- disability insurance

- critical illness insurance

- creditor insurance

- investments including retirement planning and education planning

- estate and tax planning strategies

I also work with business owners on:

- group benefits

- business owned insurance

- key person insurance

- succession planning
 

"It's always good time to start your financial plan"