I am an independent broker & Financial Security Advisor that has been assisting clients since 1996. My goal is to assist clients in meeting their goals and objectives with investment planning, insurance and risk management solutions and employee benefit design, implementation and ongoing monitoring of the plan.
I proudly represent all of the major life & health insurance carriers in Canada.
I realize that each clients needs are unique and require customization and tailored solutions. Some of the areas that I can assist you with:
- Life, Disability & Critical Illness Insurance solutions
- Retirement & Investment Planning
- Estate Planning
- Employee Benefit Plans
- Group RRSP’s and Employee Pension Plans
- Insurance funding for Share Holder/Partnership Agreements
- Key Person Protection
