Services
I am different than most because I provide you with proper solutions and appropriate strategies to best fit your lifestyle. In other words, It's all about you!
To provide you with the solutions you want and need effectively takes time. I first have to understand your goals, then begin to fit products that will meet these goals. We will continue to talk over time to implement various solutions and strategies to meet your goals as they evolve over the years.
Some of the solutions are listed below in their own categories. To meet other solutions that you may be interested in, that may not be listed, book a time with me below. I will be more than happy to sit with you.
Retirement Planning
Employee Benefit Plans
Travel Insurance
Peace of Mind
Finance Professionals must act honestly, promote ethical conduct and comply with the law.
​
It is my code of ethics to ...
-
Always act in the best interests of my clients
-
Carry out my responsibilities honestly, in good faith and with integrity, due care and diligence, exercising at all times my best independent judgment
-
Comply with applicable government laws, rules and regulations of federal and provincial governments and other appropriate regulatory agencies
-
Take all reasonable measures to protect the confidentiality of non-public information relating to my clients
​
I want you to spend your time doing the things you love, with the people you love.
Thoughts? Questions? Comments?
Contact me
I am here to assist. Contact me by phone, email or via our social media channels.