I am a Certified Financial Planner® that is passionate about helping Canadians organize their financial assets and develop a living financial plan that is relevant today and in their retirement years. The start of any solid financial foundation begins with life insurance.
This key piece of the financial puzzle protects your loved ones, their futures, and your estate from potential financial disaster. Using this a stepping-stone towards financial goal or retirement planning sets you up for success. Creating personalized financial plans for clients that are serious about their future and finances is something I enjoy doing.
This is such a rewarding career and being deeply involved in the industry is very important to me. I take pride in being the President of the Advocis London Chapter as well as a GAMA Representative. I have been fortunate to have been featured multiple times as a Keynote Speaker for National Events where common topics include Financial Planning Innovations, Customer Experience, and How to Better Serve Canadians in This Ever-Evolving Financial Landscape.
Prior to jumping head-first into the Financial Services sector a number of years ago, I was actually an International Recording Artist signed to record labels in both Japan and Canada! To this day, you can still find my bands’ songs being covered by various artists throughout Europe.
My wife and I are the proud parents of two young boys who keep us on our toes. When I have the free time, I still love playing music and I enjoy a good game of golf.