I spent 20 years in public accounting and in the private sector as a controller and financial analyst. In 1990 I ventured out on a new career in the recreation/sport fishing field. I spent 20 very enjoyable years helping people to enjoy their leisure time but in 2010, I knew that it was time to return to my roots in finance and financial planning. What better organization to join that the Freedom 55, London Life group? Their outstanding support team is made up of experts in the many specialties involved in the complex world of financial services. With this team behind me, I can offer the following products from a wide range of companies:
Individual Life Insurance
Individual Disability Insurance
Individual Critical Illness Insurance
Individual Health and Dental Insurance
Business Insurance
Segregated Funds and RRSP’s
Annuities, RRIF’s and LIF’s
Group Insurance
Group Retirements Plan
I understand the financial challenges faced by families today. I know how difficult it can be to manage the family budget from day to day without even thinking about planning for the unexpected. The concept of setting something aside for the future can seem impossible at times. I have also experienced the challenges of running my own business. I know how easy it is to get bogged down in the endless flood of paper work and red tape. Without a solid financial plan, an entrepreneur can feel like he is running on a 24/7 treadmill and getting nowhere. Once again, I can help. Contact me by e-mail or by phone and let’s get together for a no-obligation meeting to see if I can help you to achieve your financial goals.
