Gatekeeper Financial Services Inc.
Job title: CERTIFIED FINANCIAL PLANNER®
Languages spoken: English
Area(s) served: Alberta, British Columbia, Saskatchewan, Manitoba, & Ontario
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
Learn more
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
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
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future-together.
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future-together.
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
Here are some things to consider (we can discuss any or all of these together):
-Set shared savings goals for milestones like buying a home
-Discuss merging finances if you choose to - some couples don't
-Creating a household spending plan
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!
So long early retirement, for most Canadians the golden years now start after 65
Pre-retirement worries about staying "pre"-retired indefinitely? Let's talk about it. Should I give some of my retirement savings to my adult children? We should definitely talk about that choice, too (also later in the article).
How cryptocurrencies work and what investors need to know
Boost your knowledge on cryptocurrency with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.