With 17 years in the industry, I am well positioned to accurately assess your needs and goals to guide you towards the best insurance and investment options for your unique situation. As your personal financial advisor, I will work with you at various stages in your life: whether you are just beginning your insurance and investment journey or you need to review and revise your available options.
I offer the following solutions:
• Life Insurance
• Mortgage Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Long Term Care Insurance
• Medical & Dental Insurance
• Travel Insurance
• Group Insurance
• RRSP
• RESP
• RRIF
• TFSA
• Annuities.
Together, we will complete a thorough assessment to drill down to the heart of your needs. Then I will use all the tools in my arsenal to find you the best solutions.
When we meet I want to get to know you as a person, not just a client. I strive to develop a relationship built on mutual trust and respect. As a mother and grandmother, business woman and homeowner myself – I empathize with and appreciate your needs.