Investments & insurance
20 years ago, I committed to helping individuals, families, and businesses secure their futures through smart insurance & investment strategies. Today, I’m honored to celebrate two decades of guiding clients toward financial security, wealth growth, and peace of mind.
solutions
INVESTMENTS IN MUTUAL FUNDS
REGISTERED RETIREMENT SAVING PLAN RRSP
TAX FREE SAVING ACCOUNT TFSA
Investing is about getting your money to work harder for you.
Invest in Your Future with Just $25 a Month
Building wealth doesn’t have to be complicated or require a large upfront investment. With as little as $25 a month, you can start growing your financial future through mutual funds.
TAX FREE SAVING ACCOUNT TFSA
REGISTERED RETIREMENT SAVING PLAN RRSP
TAX FREE SAVING ACCOUNT TFSA
Grow your savings tax-free for any goal.
A Tax-Free Savings Account (TFSA) can help you grow your savings faster than an ordinary savings account.
I can help you navigate the details and benefits of TFSAs, so you can achieve your financial goals faster.
REGISTERED RETIREMENT SAVING PLAN RRSP
REGISTERED RETIREMENT SAVING PLAN RRSP
REGISTERED RETIREMENT SAVING PLAN RRSP
Save for Retirement with Tax Advantage.
An RRSP is a type of investment account
that allows you to reduce the tax payable on your current income when you save it for the future.
Main saving goal is retirement.
REGISTER EDUCATION SAVING PLAN RESP
REGISTER EDUCATION SAVING PLAN RESP
REGISTERED RETIREMENT SAVING PLAN RRSP
An RESP is a type of investment account that is used to save for post-secondary education, such as university or college.
Take advantage of the government GRANT.
first home saving account
REGISTER EDUCATION SAVING PLAN RESP
travel & visitor insurance
Allows prospective first time home buyers to save tax free for their first home.
new registered account is aiming to help Canadians save towards their first home.
Learn if you are elegible for this account.
travel & visitor insurance
REGISTER EDUCATION SAVING PLAN RESP
travel & visitor insurance
Whether you're traveling abroad or welcoming visitors to Canada, unexpected medical expenses can be costly. Travel & Visitor Insurance provides financial protection against medical emergencies, trip interruptions, and more.
company group benefits
company group benefits
company group benefits
A strong Group Benefits Plan helps businesses support their employees’ well-being while enhancing job satisfaction and loyalty. Whether you're a small business or a large corporation, I can help design a benefits package tailored to your needs.
life insurance
company group benefits
company group benefits
We offer a wide range of services to support local businesses, including educational workshops, networking events, and marketing assistance. Our goal is to provide the resources and support that businesses need to succeed.
money mastery hub
company group benefits
money mastery hub
Attend our in-house or online classes covering essential financial topics such as debt management, credit cards, retirement planning, investments, and more.
Ask for our kids kids' financial workshops.