About

For more than 25 years, we have successfully led Clients to build and plan for their future. We pride ourselves in innovative solutions that work - from your first home purchase to your last business exit strategy, from your first TFSA and first Term Life policy to your robust and exciting Retirement and Legacy, we want to be with you every step of the way.

Let’s work together

Whether you’re starting a new venture or looking for ways to grow your business, I can help provide holistic strategies to meet your needs. I’ll help you protect yourself, your partners, employees and your family by: 

•  Discovering the right mix of insurance and investment strategies that meet your goals 
•  Identifying risk management solutions and tax strategies, so you can run your business with peace of mind knowing it is secure 
•  Understanding your needs of today, while building for the future and planning for succession. 

Let’s work together

For your long and short-term goals, I’ll provide customized investment options to help you build lifetime financial security. From a simple budget to complex strategies, I can help you with your wealth management plan by: 

•  Understanding your goals and helping you make the most of your RRSPs, TFSAs, or RESPs 
•  Growing your investments through GICs, mutual funds or segregated funds 
•  Converting your lifetime savings into retirement income when you’re ready through annuity products, RRIFs or LIFs.

We’ll work together to prepare for the unexpected and take advantage of new opportunities – throughout your life. 

Let’s work together

For your long and short-term goals, I’ll provide customized investment solutions to help you build lifetime financial security. From a simple budget to complex strategies, I can help you with your wealth management plan by: 

•  Understanding your goals and helping you make the most of your RRSPs, TFSAs, or RESPs 
•  Growing your investments through GICs, mutual funds or segregated funds 
•  Converting your lifetime savings into retirement income when you’re ready through annuity products, RRIFs or LIFs.

We’ll work together to prepare for the unexpected and take advantage of new opportunities – throughout your life. 

Your Next 3 Steps

Whether you’re just starting out and looking for budgeting tips or thinking about retirement – I’m here to help. As a CERTIFIED FINANCIAL PLANNER®, I’ll work with you to: 

•  Understand your goals and balance your short- and long-term needs 
•  Develop a holistic financial plan that provides the right mix of income, savings and insurance protection solutions to help you meet your desired lifestyle now and in retirement.

We’ll work together to create a personal financial plan. I’ll help you prepare for the unexpected and take advantage of new opportunities – throughout your life. The large view can be intimidating, I am here to break it down into easily achievable steps. Together, we will build a roadmap to help you build lifetime financial security and I will be there to walk along with you as you take your Next 3 Steps.

Let’s work together

Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by: 

• Understanding your goals and helping you make the most of your savings and contributions 
• Providing investment strategies designed to help maximize your money 
• Protecting you and your family with insurance solutions that fit your needs 
• Converting your lifetime savings into retirement income when you’re ready

Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.

Let’s work together

Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by: 

• Understanding your goals and helping you make the most of your savings and contributions 
• Providing investment strategies designed to help maximize your money 
• Protecting you and your family with insurance solutions that fit your needs 
• Converting your lifetime savings into retirement income when you’re ready

Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.