As a financial advisor, my goal is to help families and individuals develop a comprehensive financial plan which includes wealth accumulation, financial loss protection through insurance and increasing overall cash flow.
With a background in education, my focus is helping clients understand various financial products through seminars and/or one-on-one consultations and working with them to determine the best financial solution for their situation.
Being an Independent Insurance Agent, I can offer a variety of different financial products from different institutions including: Manulife Financial, Industrial Alliance, BMO Insurance, Foresters, CPP, TIC Travel Insurance, and Blue Cross.
Life
Critical Illness
Disability
Travel
Health & Dental
Mortgage Protection
Group Plan
TFSA
RESP
RRSP