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 

Recognized skills

 

 


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.