Committed to your dreams
For nearly four years, I have been a proud partner in my clients’ financial success, valuing relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you.
My experienced team and I offer these following services::
- Tax sheltering strategies
- Buy / Sell Agreement funding
- Life, Disability, Critical Illness and Group Benefits
- Executive Health Savings Plans
- Individual Pension Plans (IPPs) and Group RRSPs
- Tax Free Savings Accounts and RRSPs
- Estate Planning
I hold a degree in Political Science from Carleton University. I went on to graduate from the Investment Funds Institute of Canada and the Life License Qualifaction Program and maintain the following designations – Investment Fund Advisor and Life and Health Insurance Advisor. Moreover, with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.
My partners and support
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.