Team

Experienced and knowledgeable Insurance Advisor and Investment Representative, ready to work with you to help meet your personal and your family’s financial security goals. I'll work with you on your financial security plan to help you achieve your financial independence.

Having been in the business since 1994, I am committed to my clients' short and long-term goals. I help clients achieve financial security by creating a goals-based plan.  When I'm not working with my clients, I enjoy boating, travel and spending time with family. I welcome the chance to partner with you to help you achieve your financial security goals.

I help my clients customize financial security plans that include retirement, insurance and estate planning. I have a degree in Management, Economics and Finance from the University of Guelph and primarily focus on life insurance and retirement planning. I'll work with you on your financial security plan to help you achieve your financial independence.

I believe helping clients achieve their goals takes careful planning.  I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.