Welcome

I have developed a process for individuals, families and groups which helps them achieve their life and financial goals.

Achieving financial goals is both investing wisely and protecting what you have earned. Qualified in both investments and insurance means I can help you and your family create a complete plan. 

Depending on your needs, we can structure a personal plan which could include investment tools like RRSP's, tax-free savings accounts, RESP's, mutual funds, segregated funds, and a full range of insurance from travel to disability and life insurance.

For over fifteen years, I have been helping families plan for their future and their retirement. Please give me a call to discuss how I can help you too.



You deserve to enjoy retirement
Smart planning