Gatekeeper Financial Services Inc.

Job title: CERTIFIED FINANCIAL PLANNER®

Languages spoken: English

Area(s) served: Alberta, British Columbia, Saskatchewan, Manitoba, & Ontario

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Who we service

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Families

Families

Helping families protect what matters most and work towards a secure financial future for each family member.
Incorporated professionals

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Pre-retirees and retirees

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Let's work together

For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.


We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:


  • Developing an approach that include RRSPs, TFSAs, or RESPs,
  • Growing your investments through GICs, mutual funds or segregated funds,
  • Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
  • Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
  • Providing you with options for personal health, disability insurance or critical illness insurance.


You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

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

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Stay informed

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How to keep more of your retirement income and pay less tax

Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
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Opinion: Don’t blame the boomers for the economy – they put in more than they take

Do Baby Boomers take more than they give to the Canadian economy? The Globe & Mail published a great article arguing that this is certainly not the case.
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10 steps to buying a house in Canada

🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.

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