Continue to enhance my services and be the best provider of personalized, relationship-oriented, financial and insurance services to all of my clients.
- Certified Financial Planner®
- Member of Advocis - The Financial Advisors Association of Canada
- Registered for the sale of Mutual Funds with PEAK Investment Services Inc.
- Licensed Insurance Representative for Life and Accident & Sickness Insurance
- Personal Financial Planning Strategies
- Savings & Investment Services
- Personal Insurance Analysis & Consultation
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Funding for Shareholder Agreements
- Executive Benefit/Retirement Programs
- Employee Retirement, Health & Dental Plans