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I'm here to help you with your financial needs. Learn more about a few of the different ways I can assist you in achieving your financial goals. Not sure where to start? Let's meet and discuss your situation, and together we can create a financial plan that's right for you.

Services

Financial advice

Authentic, trustworthy and knowledgeable financial advice. With a plan you can count on, your financial dreams can become a reality.

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Business continuity & succession planning

Let’s create a plan so you don’t have to worry about what will happen to your business and your finances when you are ready to move on.

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Estate & Financial planning services

Lifetime financial security. Let’s create a plan that will help take care of everything when you no longer can.

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Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Business owner insurance

Whether you’re starting out or looking for ways to grow your business, business owner insurance can help you protect yourself, your partners and employees and your family.
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Business Savings

The needs of small businesses are as unique as the people running them. That’s why we’ve created a variety of savings plans with the features that matter most to businesses.
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RRSPs for Business Owners

Your business may produce surplus above what is needed for your business or personal lifestyle. You can either retain in the corporation or remove and invest personally. Maximizing your RRSPs makes sense for most business owners given a sufficient time horizon.
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TFSAs for Business Owners

Your corporation may produce surplus above what is needed for your business or personal lifestyle. If you want to save the surplus for future use TFSA’s may be a good solution, depending on your time horizon and current and future tax brackets.
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Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.

Mortgage protection insurance

Thinking of buying a new home? Your mortgage lender may offer the option of buying mortgage insurance (also known as creditor insurance). But do you really need it? Or do you need mortgage protection insurance instead?
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Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

RRIF (Registered retirement income fund)

An investment account that pays you income during retirement. You can transfer tax-sheltered funds from registered Canadian accounts such as RRSPs, registered pension plans and other RRIFs into a RRIF.
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LIF (Life income fund)

A registered account designed to pay you income from your locked-in pension assets. These assets can’t be taken out all at once, since a LIF is meant to provide retirement income throughout your life.
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RRSP (Registered retirement savings plan)

A type of savings account specially designed to help Canadians save for their retirement.
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.
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TFSA (Tax-free savings account)

A tax-free savings account (TFSA) is a registered investment account that’s designed to help Canadians save money.

Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
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RESPs (Registered education savings plan)†

A tax-deferred account to help you save for a child’s or grandchild’s post-secondary education. Anyone can open a RESP and contribute money at any time, up to a lifetime total of $50,000 per child. Contributions aren’t tax deductible, but any investment income earned within the plan will be taxed only when it’s withdrawn.
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GICs (Guaranteed investment product)**

Designed for people who want to protect their principal and earn a guaranteed rate of return.
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.
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Mutual funds†

A mutual fund is a pool of money and investments (e.g. stocks, bonds and other types of investments) that are managed by a professional fund manager.
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Segregated funds

Segregated fund contracts are a popular investment option, available only from life insurance companies. Similar to mutual funds, segregated funds are large pools of money invested in stocks, bonds or other securities. These contracts have higher fees than mutual funds because they also offer guarantees and some of the additional benefits of a life insurance contract.
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LIRA (Locked-in retirement account)

A registered account designed to hold and invest pension assets that you and your former employers contributed to. Investments within the LIRA grow tax-deferred – this means you won’t have to pay taxes on investment growth until you withdraw funds.
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FHSA (First Home Savings Account)

The Tax-Free First Home Savings Account (FHSA) is a registered investment account that allows Canadian residents to save for their first home purchase.
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†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.

**Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates. Sun Life Financial Trust Inc. is a member of Canada Deposit Insurance Corporation (CDIC). An Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.