Certified Health Insurance Specialist
Life and Qualifying Member of the Million Dollar Round Table
Professional service and friendly advice you can trust
Whether you’re starting a new family, preparing for retirement, or running a business, using an integrated planning process I will work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.
I try to provide a holistic role by looking at all aspects of your financial security plan, including helping you plan financially for death, disability and retirement. I aim to simplify things and will recommend products and services that best help you achieve your goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I can help you make sense of your options.
I started my career as a financial security advisor in 1988 and have steadily grown my practice since then. A strong believer in continuing education, I’ve attained the Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Certified Health Specialist (CHS) designations. I’m a member of Advocis, the Financial Advisors Association of Canada, and of the Million Dollar Round Table (MDRT).
Professional Advice: Protecting your Financial Future
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.