2007 - maintenantMy clients have the comfort of knowing their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I can help them build a plan to fit their needs at every stage of life.
As a financial security advisor, I can provide financial solutions to your needs including: Individual life insurance, Participating, Term Universal life, Segregated funds, Mutual funds, RRSPs, RESPs, Annuities, RRIFs and LIFs, Individual disability insurance, Individual critical illness insurance, Individual health and dental insurance, Business insurance, Key person insurance, Business continuation, Buy/sell agreements, Group insurance, Group retirement plans, Mortgages and Banking solutions