Being in the financial services industry for over 14 years, I've learned that dealing with people and helping them achieve their financial goals is the best career in the world. While many other companies and advisors focus on one or two specific areas of financial planning, I like to work closely with my clients and prospective clients, and sometimes their other professional service providers where required, such as lawyers and accountants, to create a comprehensive plan for their ongoing financial health. This approach effectively balances both family and business interests, making it easier to pinpoint potential areas of conflict and ensures recommendations are developed to fit with their overall goals and objectives. Services offered include the following: Life insurance & Critical Illness insurance planning, Individual & Group Benefits, Investment strategies, Mortgage lending strategies, Estate planning, Retirement planning, Taxation strategies, Business continuation planning, Succession planning. Being a Chamber member in the past has enriched my experience as a volunteer, and has opened doors to meet a lot of great people. I've always been a member under the Sun Life name, but felt it was time to support the Chamber and it's initiatives as an individual. I look forward to many more opportunities in growing my business and helping people achieve their financial goals, all while protecting themselves and their loved ones.
Member Since: 2012