Free Financial Analysis
Let me help you get your financial house in orderProudly serving Ontario, Canada
Ready to Gain More Financial Confidence?
How Can I Help You?
Putting together a budget
A debt repayment plan
Cashflow protection
Savings & Investments
Protecting your loved ones
Health, Dental & Drugs Benefits
Employee Benefits
Travel Coverage
My Approach
I’m here to help you.
I want to know more about you, your life and your family in order to get a good understanding of your needs and what’s important to you.
Once I know about you and your situation, I’m able to shop around and create a custom plan to suit your needs with one of my many industry partners.
My Product Offering
Insurance
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Life Insurance
Having Life insurance will give you the peace of mind that comes from knowing that if something should happen to you; your loved ones won’t be left with a legacy of debt, final taxes or other money worries.
Disability Insurance
If you become disabled, your ability to earn an income may be compromised along with your ability to pay bills or save. I offer financial protection if you are unable to work as a result of illness or injury.
Critical Illness Insurance
Getting over a critical illness can be one of the most challenging times for you and your family. Critical Illness Insurance can provide financial security to you and your family in the event of a devastating illness.
Long-Term Care Insurance
It’s easy to take our ability to perform day-to-day activities for granted, but this can change especially as we age. When you build your retirement income plan, it’s important to consider your future healthcare needs.
Mortgage Life Insurance
Traditionally offered by your lender, however their plan is designed to protect their interests and not yours. I can provide you with a better plan with the chance to take care of your family needs.
No-Medical Insurance
Have a health condition? I can help hard to insure client find for solutions for their needs! A variety of plans have been designed to make it easier for everyone to get great coverage at a low price, fast!
Health, Dental & Drugs Insurance
Health insurance is important so you can live & enjoy your life with less worry. You shouldn’t have to worry about if you’ve chosen the right coverage or if your insurance company will be there when you need them.
Travel Insurance
Planning a trip, expecting visitors, visiting Canada or studying abroad? It’s a good idea to have coverage to be financially protected from unexpected emergencies that may happen during your trip.
Investments
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RESP
Build up a tax-sheltered fund to finance your child’s postsecondary education. An RESP is the ideal financial vehicle to assist with mounting education costs.
RRSP
An important part of preparing for retirement is learning about the options you have for retirement savings, the government programs that are available, and any other benefits you might be eligible for.
TFSA
There are benefits for saving in a TFSA! Investment income, including capital gains and dividends earned in a TFSA are not taxed, and neither are withdrawals unlike an RRSP. Keep your money!
Other
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High Interest Savings Account
Let me help you make your short-term savings grow a little faster than where it is now with a No-Fee High Interest Savings Account.
Legal Protection
Protect your legal rights without the high costs of a Lawyer!
– Unlimited phone conversations with a lawyer
– Letters or telephone calls on your behalf
– Document review
– 24/7 emergency access
– Mortgage preparation & consultation
– Last will and testament
– Health care directive / living will
– Speeding tickets
– CRA audit assistance
+ MUCH MUCH more!
For a low monthly cost!
Identity Protection
Millions of people have their identity stolen every year. Don’t be one of them.
For a low monthly fee, get the following:
– Continuous credit monitoring
– Unlimited service until identity restored
– Counsel when you need it
– Monitoring of your: Name, date of birth, SIN #, Address, Driver’s License, Credit/Debit Cards, Bank accounts, Passport, Phone numbers, Email Addresses & Medical ID
Some of my Industry Partners
