When your life is turned upside down, you realize the impact an illness can have on your lifestyle and why you want to protect it - I can help you prepare.Download: Unlock your corporate investments
Life insurance with no medicals and the option of monthly credit card payments.
Aerial Applicators Included
I’ll help make sure the financial security products you purchase address your specific needs. I have access to a broad range of insurance, investment and retirement-income solutions to help you achieve your financial freedom.
Are you expecting a baby? To learn more about a free seminar, please visit budgetingforbabies.com.
With 3 Health and Dental Plans and 5 additional optional coverages to choose from, Sonata Health covers essential health and dental needs. From Core to Elite coverages, choose a plan and cost that suits your client's needs. For clients over 84 years of age please contact us for rate and eligibility.Apply Now
PlanDirect can help fill the gap between your provincial plan coverage and what you pay.
PlanDirect offers health and dental benefit plans designed for individuals retiring or leaving their job, providing quality coverage for people with different needs and lifestyles.
You don’t need a medical exam to qualify for PlanDirect. People with pre-existing medical conditions may apply for coverage.
You’ve worked hard to build your business – I want to help you improve and protect it. Whether you’re starting a new venture or maintaining one, I can help you address your business needs.
If you’re in business, on your own or with a partner, you have unique insurance needs that depend on the stage of your business’ growth and long-term goals for you, your family and your business.
Your needs may include:
I offer clients the support of Canada’s largest network of group retirement specialists who deliver unparalleled service in group retirement and savings plans. As your financial security advisor and group broker, I offer:
Advice that works for you
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money and focusing on what matters to you, not just your pocketbook. I’m here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly qualified product and tax specialists, I can help you achieve your financial freedom.
I’m a licensed financial security advisor specializing in life insurance, retirement savings and living benefits (including disability insurance, critical illness insurance and health plans). I’ve been in the financial industry since 2004.
I’m married with three children. I love spending time with my family and enjoy golfing when time permits.
Are you ready to take the next step towards planning your financial future?Contact Me Today
Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
I want to understand your needs, recognizing they may change as you proceed through life’s stages.
As you start your career, you may need:
Children change your life and your needs. Now’s a good time to:
If you own a business, you may want to:
If you’re retired or plan to retire soon:
Please let me know how I can help. You can call me at 403-667-2341, or simply fill in the following form and I’ll get back to you shortly