I am a certified financial planner through the Canadian Institute of Financial Planners. With an EPC designation, I am an elder planning counselor, qualified to help with the special needs of an aging population. I also have my designation as a certified health insurance specialist (CHS), the only designation in Canada that’s focused on health insurance. With a CHS certification, I can give you the best advice on health insurance and other living benefits.
Since 1995, I have been helping families, individuals, and small business owners reach their full financial potential.We are proud to offer you the following specialties:
- Group Insurance
- Individual Life Insurance
- Individual Disability Insurance
- Individual Critical Illness Insurance
- Individual Health & Dental Insurance
- RESP
- RRSP
- Non Registered Funds
- TFSA
- RRIF
- Financial Coaching
- Debt Consolidation Solutions
- Risk Management
- Tax Planning
- Funeral Planning
- Pet Insurance, Pet Fune
