IAB & Associates Financial Sol.

Languages spoken: English, Spanish

How we can help

With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
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Financial planning to support your needs

Financial education is very important. My team and I are passionate about helping Canadians achieve lifetime financial security and live better and healthier lives. Being a part of your financial success story is the reason I love being an advisor. Our Client driven practice and experience allow us to provide customized financial solutions to professionals, business owners, pre-retirees, retirees, and families in any stage of their life.

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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Let's work together

My team and I will work together to understand your needs and goals. We’ll develop a customized plan that will help you make the right decisions and reach your financial goals. I am a holistic CERTIFIED FINANCIAL PLANNER® who focuses on:

  • wealth accumulation that include RRSPs, TFSAs, RESPs, non-registered savings plans and pension plans,
  • wealth protection through the right mix of insurance products that protect you and your family when the unexpected happens,
  • retirement income planning for pre-retirees and retirees,
  • investment planning through GIC’s, mutual funds, annuities, and segregated funds,
  • legacy and estate planning,
  • portfolio analysis and
  • workplace benefits and group pension plans for business owners.

Our office is conveniently located in Richmond Hill, Ontario in the Greater Toronto Area (GTA).

Let’s talk about how we can help you get on the right path to lifetime financial security. Contact our office to book your appointment today!

Stay informed

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Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

It starts with making a registered retirement savings plan (RRSP) contribution before the Feb. 29 deadline. You can always contribute to your RRSP, but this month’s deadline applies to plan holders who want to deduct the contribution from their 2023 income – and time is of the essence. https://advisor.sunlife.ca/iab/
Sun Life Financial reports net income of $749 million for Q4 2023 | Advisor.ca

Sun Life Financial reports net income of $749 million for Q4 2023 | Advisor.ca

Sun Life Financial Inc. reported a net income of $749 million in the last quarter of 2023, down 36% from $1.165 billion during the same quarter a year earlier. https://advisor.sunlife.ca/iab/
6 RRSP contribution myths debunked - BNN Bloomberg

6 RRSP contribution myths debunked - BNN Bloomberg

With the February 29 Registered Retirement Savings Plan (RRSP) contribution deadline looming, a new poll finds 61 per cent of Canadians know more about their favourite TV show than their pension plans.https://advisor.sunlife.ca/iab/

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.