MISSION:

To help clients make informed decisions based on unbiased, independant analysis. To provide guidance in defining goals and developing strategies for income replacement planning at time of disability, retirement and/or succession.

PROFILE:

• 15 years in corporate management.
• 20 years investment and insurance planning.
• Investment Advisor.
• Independant Insurance Broker.
• Certified Financial Planner (CFP).
• Chartered Life Underwriter (CLU).
• Chartered Financial Consultant (CH.F.C.).