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

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Who we service

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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.
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Stay informed

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College Or Retirement? Smarter Trade-Offs For High-Income Families

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.
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Sunlife
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.