What Can I Do For You?

You want to be able to focus on your job, family, and your passions - unless financial planning is one of your passions, that’s probably something you are okay with letting someone else handle.

Why spend your time worrying about cash flow, savings, investment accounts, how should you be invested, what if something goes wrong, do you have enough (or too much), or the right insurance? I would like to handle that for you, to work with you and build a road map to your goals so that you can put more life in your work-life balance.

Services Offered:

• Private money management

• Retirement planning

• Tax and estate planning

• Wills and trust planning

• Charitable gift planning

• Business succession planning

• Executive compensation planning

• Cash flow management

• Education planning

• Fee-only planning

• Life insurance

• Disability protection

• Critical illness protection

• Individual health and dental benefits

• Personal health spending plans

• Travel insurance

• Long term care coverage

• Group benefits

• Group RRSP’s