Products and Services

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional advice to help you choose only those products that meet your current and future goals.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

Invest

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.

For employers, I can offer advice on savings and pension plans.

  • RRSP Retirement Savings Plans
  • RESP Educational Savings Plansplans
  • GIC's
  • TFSA Tax-Free Savings Plans
  • Group retirement and savings plans

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

  • Life Insurance
  • Long-term care, Disability and Critical Illness Insurance
  • Travel Insurance
  • Health and Dental Plans
  • Group Health Benefits

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, wealth management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

  • Saving
  • Tax Planning
  • Succession Planning
  • Mortgages
  • Financial Planning for Business Owners
  • Business Succession Planning
 

 

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