What I can do for you
I’m dedicated to understanding your goals and dreams, and to providing you with the professional financial security planning advice needed to help you achieve them. My mission is to build a dynamic financial security plan tailored to help meet your specific needs, and to create a long-term business relationship with you as you navigate financial decisions throughout your life.
I’ll help you understand your choices, and the solutions available to build a financial security plan to help achieve your personal or business goals. Once your plan is in place, I’ll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you’re still on track to achieve your goals.
Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.
Segregated fund policies
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
Financing a home may be the biggest financial decision you make. As your financial security advisor, I can connect you with a Mortgage Planning Specialist who can help you choose the right mortgage to fit your financial security plan.
Other investment products
We also offer a range of specialized investment products, including:
- Specialized investment solutions
- Tax Free Savings Accounts (TFSAs)
- Registered education savings plans (RESPs)
- Registered retirement savings plans (RRSPs)
- Registered retirement income funds (RRIFs)
- Guaranteed interest options and payout annuities
Along with helping you build and manage your investments, I can help you choose insurance products to minimize financial risk to you and your family.
Individual life insurance
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
Critical illness insurance
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
Health and dental insurance
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan.