About

Since 2002, I've provided Clients with holistic insurance and investment solutions and insightful advice to help them make informed decisions to reach their financial goals. I'll help you select the right mix of insurance and investment strategies so you can build your savings, protect your family and retire your way. Together, we'll build a comprehensive plan to better manage risk, pay less tax and build your retirement savings and income stream. Together, we'll build a personalized financial strategy, including insurance and investment solutions, to help you build your savings, protect yourself from unexpected financial burdens and retire your way. It all starts with a few small steps. Let's talk.

Kevin brings his experience as an independent advisor with Sun Life to Christine’s team, where he continues to focus on building strong relationships with his clients. His goal as an advisor is to truly listen to each client’s needs and priorities, offering personalized guidance to help individuals, families, and business owners achieve lasting financial stability. Kevin values ongoing conversations with clients, believing that regular check-ins strengthen the advisor-client partnership and create opportunities to refine financial strategies that align with their evolving goals.

Amanda began her career with our team in 2018 providing part time administrative support. Amanda ran her own home daycare business for 16 years after completing her Early Childhood Education Diploma. Always interested in learning and growth, Amanda obtained her Life Insurance License in 2022 and moved into a Service Associate role on the team.

She enjoys applying her organizational skills to preparing Client files for review meetings and supporting new business applications with an eye on every detail. Amanda manages Client data base and is always working on improving our systems and processes to create a positive Client experience in a compliant manner.

Planning for the future and knowing you are prepared as much as you can be for the unexpected resonates with Amanda, as the mother of an exceptional child. Care for Clients and their welfare is a key motivating factor to her contributions every day. In her spare time, Amanda keeps busy volunteering, fishing, crafting, baking, cooking, and relaxing with her family at their trailer.

Laura has a strong and extensive customer service background developed as a business owner, working in retail management and in financial services. She understands and loves working with people.

She is our office first responder and the welcoming voice you hear on the phone or meet when you visit our office. Laura began working as an assistant in her father’s financial practice over 30 years ago. After running her own bakery, and becoming a mother, she joined our team in 2016.

Laura takes pride in assisting Clients with their service needs and ensuring all wealth transactions are managed efficiently and in a timely manner. Laura’s personal experience as a widow with a young autistic child has taught her the importance of preparing for the unexpected. She believes in building a strong financial foundation for the future.

In her spare time Laura is an avid baker, dabbles in working with yarn and creating memories at the trailer with family and friends. According to Christine- Laura makes an amazing banana cake!