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Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients.  We also help business owners tailor group insurance or employee benefit programs to their unique needs as well as keeping in mind cost containment strategies.  We also help people assist with their changing insurance needs throughout their lifetime.  

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent. 

"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness is due to our excellence in building personal relationships, which can be attributed to our interest in learning about your purpose, your values and your goals. We take no shortcuts when it comes to tax, retirement and estate planning. After due analysis of your situation, we provide advise and products. Some of the products we sell are mutual fund investments, RRSP, TFSA, RESP, annuities, life, disability and critical illness insurance, business and group insurance"

I am currently working with executors to maximize estates through disposing of personal items and real estate renovations. I have been working in financing, commercial credit and construction projects for 30+ years. Finance degree, mortgage broker licensed, Merger and Acquisition Advisor, and have worked with clients including the Whirlpool Family Trust and multiple other family offices.