I have been helping my clients plan for life, health and wealth since 1986.
New to the business, my immediate goal was “education". I went on to obtain the professional designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Health Specialist (CHS). I have been a member of Advocis since 1986. Having served 12 years as a director of the local Advocis chapter, two of those years as President, my commitment to this association has never wavered. I am a past vice-chair with the CLU Institute and a proud life member of the Million Dollar Round Table (MDRT). While active in the holistic financial planning approach, I enjoy all the areas of this business including group health and group retirement services.
In my “other life", I am an avid sports fan, I especially enjoy golfing which I take part in as much as time permits.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.