Provides practical and simplified financial security advice and planning services for Retirement Planning, Investment Option Selection for short or long-term goals, Estate Planning and Preservation. I also help clients understand their existing policies from other service providers. When I’m not working with my clients, I enjoy serving in the music ministry, volunteer works in marginalized and vulnerable groups. I am here to help, serve and understand your needs including your wants.
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November 2022 market update
Dec 07, 2022 - Canada Life Investment Management Ltd.
A slowdown could be on the horizon for the U.S. Federal Reserve...Read more
How to make an impact with strategic charitable donations
Dec 01, 2022 - Canada Life
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...Read more
How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more