Life Insurance and Mutual Fund Specialist specializing in families and small business markets.
Certified Professional Consultant on Aging (CPCA)
I am a Financial Consultant and Life, Accident Sickness and Health Insurance Broker with 22 years in the industry. I have an aging clientele and I want to be able to help them when they need me.
CFP Professional with thirty years experience.
I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario. My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.
I am a financial professional passionate about empowering clients.
Financial Planning
Retirement Planning
Insurance Planning
Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients