Life is unpredictable and complicated. Protecting the financial future for you, your family, and business should not be.
I have guided numerous clients of differing financial circumstances, objectives and challenges during my almost 20 years of service in the financial industry. This experience has led me to the realization that the key to action is education. I listen to the priorities of my clients and take the time to research and introduce the best possible ideas and solutions for them. The process ensures my clients understand the solution and impact of not protecting a particular element of their life.
I am a member of the Canadian Tax Foundation, Canadian Association of Gift Planners (CAGP), and the Conference for Advanced Life Underwriting (CALU). In addition to achieving my designation as a Chartered Accountant, I have also achieved the Chartered Life Underwriter and Certified Executor Advisor designations.
Contact me to make an appointment to assess your current situation and review your needs in order to build an effective and personalized protection plan.