Services

Insurance

I am Life, Critical Illness and Disability insurance broker. Working with IDC Worldsource business processor I am contracted with many insurance companies such as Manulife, Empire, Canada Protection Plan, SSQ, Ivari , Canada Life , BMO .

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Investments

I am securities licensed for mutual funds, this is serviced through FundEx Investments Inc. Contracted by several mutual fund companies such as Invesco, Mackenzie, TD, AGF, RBC, CIBC Renisannce. I also deal in segregated funds and annuities through several of the life insurance companies previously listed.

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Planning

Presently hold a CLU designation and have completed most of the requirements for the CFP designation. I focus on minimizing risk and taxes while increasing your wealth and security.

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What is a Chartered Life Underwriter, CLU®?

The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.