Licensed in ON and AB
Additional Info
As an independent broker, I'm contracted with a wide range of insurance and investment companies. This flexibility allows me to recommend solutions based on what’s best for you—not what’s best for any one provider. Each company brings something different to the table, whether it’s product features, pricing, or underwriting strengths. By working with many of them, I can tailor a financial plan that fits your unique goals and circumstances. Below are a few of the most common I work with but there are many more as well.
Insurance Companies
Life Insurance, Critical Illness, Disability Insurance, Group Benefits, Health & Dental Coverage. I partner with a wide range of insurance providers to find the coverage that best fits your needs. Whether it’s personal protection or employee benefits, I work for you, not the insurance companies, so you get unbiased advice and the right solution for your situation.
Investments
When it comes to investing, I work with a variety of leading investment firms to provide options that align with your goals, risk tolerance, and time horizon. Whether you're saving for retirement, education, or building long-term wealth, my role is to guide you toward the right solution, not to sell a particular product. I work for you, not the investment companies.
Why the CLU designation matters
I’m an independent financial planner with nearly 15 years of experience helping business owners make the most of their corporate dollars - keeping more in their pockets and less in the government's. In addition to holding the CFP® (Certified Financial Planner) designation, I also hold the CLU® (Chartered Life Underwriter) designation.
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Despite the outdated title, the CLU is one of the most respected designations in advanced financial planning. It reflects specialized expertise in risk management, wealth creation and preservation, estate planning, and business succession. In short, it means I’m equipped to help professionals and business owners plan not just for today but for the legacy they want to leave behind.
Tax Planning is more than filing a return
When most people think of taxes, they think of what happens at tax time - handing documents to their accountant and hoping for the best. But real tax planning happens before the return is filed.
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As a financial planner, I focus on proactive tax strategies that help reduce your overall lifetime tax bill, not just your tax bill for this year. That includes decisions around how to take income, where to invest, how to use your corporation effectively, and how to structure your estate.
Your accountant plays a key role in reporting and compliance. I work alongside them to build a bigger-picture strategy so you're not just reporting history, but shaping a future.
