I am passionate about helping families and individuals protect themselves from the unexpected events life can throw at them. I’m equally passionate about helping Canadians prepare for retirement and make this time the best years of their lives!
When it comes to financial planning and life insurance, it’s important for me to understand each client’s needs and budget – and for them to fully understand their options. The reality is, what works for one person may not work for another, as each person’s life goals and situation is unique. This is why I use a ‘no pressure,’ common sense approach with all of my clients.
One of the things I appreciate most about Serenia Life Financial is their commitment to supporting the communities they serve. For example, Serenia Life members can apply for annual funding to support a charity or volunteer with an organization that is near and dear to their hearts. As someone who supports a local charity that provides 350 hot meals to people in need every single month, I see a real value in this unique member benefit.
On a personal note, my wife and I enjoy fine dining and spending time with our three adult children. When I’m not working, I enjoy exercising, walking my dog, keeping up to date with the insurance industry, and watching a good movie from time to time. My family has also been sponsoring a child in Uganda for over a decade!
I look forward to working with you as you look to the future. Together, let’s come up with a plan that fits you perfectly!
