Services and solutions
Planning your finances is tremendously personal.
Whether you're trying to optimize what you retain in a multi-million dollar business, or are simply saving for your first home, how to make the most of your money is unique to your circumstances.
Best practices are based your specific hard data, but also your unique priorities. Contact my office to get started. My services include but are not limited to:
- Minimizing tax on business revenue and investments
- Retaining, re-investing and growing business income effectively
- Retirement planning
- Holistic financial strategies
- Investing to grow your wealth
- Insurance strategies that help you feel protected
- Optimizing your net after-tax value of wealth for individuals and business
- Intergenerational wealth transfer
- Extracting wealth from corporate entities
- Leveraging business, corporate and legal structures to maximize spending, transfer or retention
- Maximizing the impact and value of registered and non-registered accounts
Your job is to make a dollar. My job is to make it go as far as possible. I am particularly fond of, and adept at, building accumulation, growth and spending plans that are tax efficient.
Health insurance products
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Personal and family health insurance
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Disability Insurance
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Critical illness insurance
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Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
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Dental insurance
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Long term care insurance
Life insurance products
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Whole life insurance
While some life insurance plans offer coverage for a specific amount of time, whole life insurance has no time limit because it covers you throughout your life. So you don’t have to worry about your coverage expiring or renewing your policy.
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Participating life insurance
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Term life insurance
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Mortgage protection insurance
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Permanent Life Insurance
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Universal life insurance
It offers key financial planning features such as lifelong protection that never expires and opportunities for tax-preferred savings growth.
Saving and budgeting
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RRSP (Registered retirement savings plan)
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)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
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RESPs (Registered education savings plan)†
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GICs (Guaranteed investment product)**
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†
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Segregated funds
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Annuity products
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LIRA (Locked-in retirement account)
†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.
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.