Breathe Easy Financial Solutions Inc.
Job title: B.A., CEBS, GBA, RPA
Languages spoken: English
Area(s) served: Ontario, Nova Scotia & New Brunswick
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Who we service
Learn more
High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Business owners general
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
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
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No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
Feel free to pm or email me if you'd like to find out more.
Feel free to pm or email me if you'd like to find out more.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
Feel free to pm or email me if you'd like to find out more.
Feel free to pm or email me if you'd like to find out more.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations. Feel free to pm or email me if you'd like to find out more.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations. Feel free to pm or email me if you'd like to find out more.
College Or Retirement? Smarter Trade-Offs For High-Income Families
You can get a loan for law school. You can’t get one to walk away from your business at 55. That’s why college planning has to serve your future—not just your child’s.
This is a conversation I have regularly with my clients. If we're not executing on saving for an emergency fund and retirement, I often recommend holding off on the RESP. If you have multiple goals and would like to discuss ways to optimize your savings and investments to meet them, feel free to pm or email me to book a call.
This is a conversation I have regularly with my clients. If we're not executing on saving for an emergency fund and retirement, I often recommend holding off on the RESP. If you have multiple goals and would like to discuss ways to optimize your savings and investments to meet them, feel free to pm or email me to book a call.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.