I have been working for more than 30 years in the Financial Service Industry as an independent Insurance Broker and Financial Advisor. Offering advice and solutions on investment planning, retirement income options, life, disability, critical illness, and long-term care insurance. As well as access to the best rates for employee benefit plans and life insurance products provided by Canadian insurance companies. I provide investment planning through mutual funds and segregated funds and retirement planning through RRIFs, LIFs, TFSAs, and annuities for individuals and business owners. I also strive to offer the options that best suit my clients’ needs, budget, and risk tolerance. Over the years, I have raised a family and been involved in the community by taking part in charity events, coaching youth soccer, and being involved in a local Masonic Lodge. I was also a part-time instructor in a local Community College for 12 years.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.