How I Work to Help You

The Real Life Approach Throughout your life, you and your family will have many dreams and goals that you will hope to achieve. We provide individually tailored solutions to help you reach your goals as you plan to provide for your future.

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Products and Services

From saving for your child’s education; to planning a vacation, setting aside funds for retirement income or the management of your finances during retirement, I can help you integrate several areas of expertise into your plan where needed.

Because the above process is specific to each client, our aim is to implement the strategies that best suit your expectations.

During this process, no one company or product can possibly meet all of your goals. Therefore we do not represent any single mutual fund company, trust company, bank, or life insurance company.

This allows us to develop a unique plan and make recommendations while staying focused on the strategies that will best serve your wishes.

Financial Planning

  • Cash Flow Analysis
  • Debt Management 
  • Risk Management and Insurance
  • Education Planning and Income Splitting
  • Ongoing Reviews

Retirement Planning

  • Investment Planning and Asset Allocation
  • Tax Planning Strategies
  • Pension and Retirement Income Projections

Estate Planning

  • Wills and Power of Attorney Review
  • Estate Preservation and Liquidity
  • Tax Minimization Strategies
  • Charitable Giving

Services Offered

  • Retirement Planning Workshops
  • Pension Planning Workshops
  • Estate Planning Workshops

Products Offered

  • RRSPs, RRIFs, TFSAs, LIRAs, LIFs, LRIFs, RESPs
  • Mutual Funds provided through FundEX Investments Inc.
  • Segregated Funds
  • Group RRSPs and Pensions
  • GICs
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Plans

Contact us for more information on how we can help you reach your goals.

 

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