investment & insurance Advisor
PROVIDING CUSTOMIZED SOLUTIONS FOR INDIVIDUAL AND BUSINESS CLIENTS
CLEARING THE CONFUSION AND SIMPLIFYING YOUR FINANCES WITH STRAIGHTFORWARD ADVICE.
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approach
Each client has unique financial goals, priorities and needs. I prioritize taking time to build sincere relationships so I have a true understanding of my clients and be able to identify their financial needs.
Making informed financial decisions starts with having a comprehensive understanding of your current investments and coverage. I offer to analyze your current financial portfolio to help you make informed and confident decisions moving forward.
Providing individualized solutions to meet I provide personalized strategies and products tailored to meet your specific needs for you and your family.
Committed to my clients’ long-term success beyond the initial implementation of their plan. I offer ongoing support and coaching to build long term partnerships to ensure your financial success over time.
services
RETIREMENT & INVESTMENTS
Choosing the right investments is essential for building wealth and securing a comfortable retirement. It's a critical part of retirement planning that helps you achieve your financial goals.
GROUP RETIREMENT PLANS
Providing customized Group Plans to enhance employee retention and promote their financial security, offering valuable retirement benefits.
LEGACY PLANNING
Supporting future generations by saving for education with RESPs and assisting individuals with disabilities through RDSPs for long-term financial security.
LIFE INSURANCE
Offering solutions to provide peace of mind, ensuring your family's financial security in case of unexpected events.
GROUP health & BENEFIT PLANS
Businesses can boost employee retention and satisfaction while gaining tax advantages by providing group health and dental benefit plans as valuable perks.
ACCIDENT & SICKNESS INSURANCE
Providing financial protection if you can't work due to an accident or illness, covering essential expenses like medical bills, rent or mortgage, and daily living costs for you and your family.
Mutual Funds are provided through Sterling Mutuals Inc.
Life Insurance products are provided through Canadian Family Assurance