Financial Security Advisor
I understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach through an integrated planning process. After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.
Contact me today to learn more
How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more
October 2022 market update
Nov 10, 2022 - Canada Life Investment Management Ltd.
Central banks take another shot at taming inflation...Read more
Planning for probate and estate administration taxes (excluding Quebec)
Nov 07, 2022 - Canada Life
Six effective probate planning strategies to consider when discussing your clients overall estate plan....Read more