My practice is focused on serving the needs of business owners and professionals. Since 2005, I have specialized in insurance planning for shareholder agreements, individual pension plans, wealth management & estate planning solutions for private business owners. I work closely with my clients' accountants and tax advisors to develop tax-efficient retirement and estate planning solutions that complement their unique businesses.
I hold the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Investment Manager (CIM) designations. I am a member of the Conference for Advanced Life Underwriting (CALU), Advocis (The Financial Advisors Association of Canada) and the Estate Planning Council of Victoria.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.