My focus is protecting what’s most important to you.
Life events can be positive. Everything has financial and emotional rewards and challenges. My focus is protecting what’s most important to you. I protect your most valuable resource – your health and your wealth using insurance (Life, Disability, Critical Illness, Long Term Care, Annuity, Segregated Investments) solutions.
Why insurance is important - It pays the bills when you can’t.
Insurance is the most uncomfortable of conversations, but it’s impacts and support are life changing. It pays the bills when you can’t. It ensures you keep everything you’ve worked hard for and ensures the banks and government aren’t the beneficiaries of your hard work. Insurance is one of the only investments you can make that does not get taxed. My focus isn’t only on what your family and others get, but ensuring you can pay your bills while working and that your future and retirement aren’t threatened due to illness or accident.
Financial conversations can be uncomfortable - I’m a conversationalist and voice of financial reason.
I recognize financial conversations can be uncomfortable – amongst spouses, children and families. You will transition through many stages and financial priorities over time. I ensure your financial plans evolve as your do. I’m a conversationalist and voice of financial reason. I’m sensitive to family and business needs. As a broker with access to all major Canadian Insurers I always let clients know their options and guide them with their choice that is appropriate not only for current needs, but also the future.
Running my own business, I understand the challenges of being an employee and entrepreneur.
More than any accreditation I may have, I bring a depth of practical experience and equally important, life experiences to my clients. Having worked for large Canadian financial institutions and running my own businesses I understand the challenges of being an employee and entrepreneur. Being married, divorced and re-married with a son and two step children, I appreciate the joys and sacrifices of families. I’ve worked with the most affluent and those most in need during my career. Regardless of economic status, people/families have the same financial struggles – only the decimal is in a different place.
We never think we’ll get sick, get hurt or pass away prematurely.
It happens. It happens to good people and healthy people. I meet these people everyday. If you were the 1 in 2.4 Canadians who is told by their doctor they have cancer, or you were hurt (or worse) in a car accident on the way home from work how would your and your family pay the bills? The best time to have insurance is before you need it. It’s also cheaper and easier to obtain.
My passion for helping families and friends has evolved as a result of witnessing first hand the financial and emotional consequences of life events.
When did you last have a review to ensure your current and future plans are properly protected?