I have been in the Financial Services industry for over 24 years. As a Certified Financial Planner®, I help my clients with their life insurance needs, investments, and living benefit solutions. I work closely with individuals to create a reliable financial foundation for their future, as well as for future generations.
Whether you are just starting out, or are ready to plan your retirement years, every stage of life needs a flexible plan to prepare for the unexpected. Needing life insurance is like needing a parachute. If it isn’t there the first time, chances are you won’t be needing it again. Let’s have a conversation before you even get to that scenario.
I am also licensed as a Mutual Fund* Sales Advisor and am an active member of Advocis, The Financial Advisors Association of Canada.
*Mutual funds provided through Sterling Mutuals Inc.
