Services and solutions
I can work with you to help maximize your savings and protect you from unexpected events. I can assist you in achieving your goals, such as managing your debt, building your savings and deferring income and investment taxes. With my advice and assistance, I can help ensure your insurance and investment needs are met. Contact my office for an appointment to review your financial goals.
Health insurance products
Personal and family health insurance
Disability Insurance
Critical illness insurance
Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
Dental insurance
Long term care insurance
Life insurance products
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.
Participating life insurance
Term life insurance
Mortgage protection insurance
Permanent Life Insurance
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
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.
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
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.
Segregated funds
Annuity products
LIRA (Locked-in retirement account)
**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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.