We protect, grow,
and help assure
your unique
future.
Knowledge-driven and personable
As an advisor and expert in relationships, I specialize in building trust, asking the right questions, and breaking down complex topics and ideas into easy-to-understand insights.
With 20+ years experience working with people from all walks of life and places in the world, I’ve mastered the art of simplifying ideas and delivering information that resonates with others. I tap into deep product knowledge, and cost-saving concepts to ensure the best possible ideas rise to the top to answer your unique challenges for less. I do this by building genuine connections and providing educational insights that are both engaging and useful.
While insurance, investing, and planning for the future can be a complex and confusing topic, I aim to make learning about it enjoyable and accessible. My goal is to listen, provide advice in a straightforward way, and help you use made-to-measure concepts and apply them effectively to you, your family, and your business' situation.
My key areas of expertise.
With our experience in the Canadian insurance market, we know there are subtle differences between insurers. Whether it's more favorable contract terms, better growth or more favourable medical questionnaires, we use this knowledge to direct our clients to the best insurer for their age, health and lifestyle.
Life Insurance
Making sure those that matter to you are looked after in case of the unforeseen, we search for the most cost-effective term coverage, as well as the best permanent coverage for the lowest premium. Solutions are available for individuals, families, business owners, and retirees. Many non-medical and guaranteed issue options available.
Critical Illness
A serious illness can stop you from working, but it won't stop the bills. We're able to find the right solution to provide you with funds to help you recover, adapt your home, have your loved ones take time off work, or seek private care outside of Canada. Term, permanent, quick-pay and non-medical is available.
Disability Insurance
If you are self-employed, or a credentialed professional, a disability can significantly affect your ability to earn your income. While most work plans will cover you for the first two years, there are conditions that you should be aware of. Help ensure that you and your family's lifestyle and future can continue, regardless of what may come.
Investments
We use segregated funds from the major insurers to help provide an additional layer of financial security and peace-of-mind to help your investments grow based on your risk profile. We search the market diligently to find solutions that offer historically strong growth for both conservative and aggressive investors.
Insurers we work with:
We believe your story should continue long after you are gone. We do this by making sure that your loved ones receive the help they need to maintain their standard of living from one day to the next. We perform a deep needs analysis, assess your situation, and determine the best match across the Canadian market, including the companies below.
