Comprehensive Financial Planning

The most important part of preparing for the future is protecting it. I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you've built for you and your loved ones.

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to post-secondary education, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.

Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.

The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Unexpected medical costs can disrupt even the best financial plans. I can help you protect your everyday health with coverage that fills the gaps left by provincial healthcare. Whether it’s routine dental visits, prescription drugs, or vision care, these plans ensure you and your family stay covered.

Even the best-planned trips can take unexpected turns. I can help you protect your travel experience with coverage that ensures peace of mind. Whether you're exploring new countries or visiting family abroad, I’ll guide you through flexible options tailored to your destination, duration, and health needs.

Whether you’re a small business or a growing company, I can help structure benefit plans that balance affordability with meaningful protection. From prescription drugs and dental care to vision and paramedical services, group benefits ensure your employees feel valued and secure.

Life can change in an instant when faced with a serious diagnosis. Critical Illness Insurance provides a lump‑sum benefit if you are diagnosed with a covered condition such as cancer, heart attack, or stroke. Whether it’s covering medical expenses, replacing lost income, or funding alternative treatments, I can help you choose a plan that protects your lifestyle and gives peace of mind during life’s most challenging moments.