Area of Operations:
As a Certified Financial Planner® practitioner, my story is all about proper advice. I work with clients all over North of 60 as well as Northern Alberta. I’m passionate about working with business owners and families and am dedicated to finding the best available answers for my clients. I want to make sure you have the capital required to fund your retirement and your dreams and that you have the proper protection in place to keep you and your family on track when the unexpected occurs. Services Offered: • Life Coverage • Disability Coverage • Critical Illness Coverage • Long Term Care Coverage • Employee Benefits • Business Insurance • Annuities/Segregated Funds • Financial Planning • Estate Planning • Business Planning