I have over 10 years of experience in the insurance and financial industry. I work with families and corporations to put plans in place. My experience with life insurance ranges from behind the scenes work on pricing an insurance product to implementing an appropriate plan for clients! I help business owners and families get well protected.

From the wealth side, I have worked on portfolio re-optimization for segregated funds. Reviewing fund returns, risk management and financial ratios have always been fun for me! Let’s talk about investments and how we can be tax efficient with your money.

Did you know… households working with an advisor for 7-14 years have DOUBLE the wealth than households that don’t?

I can patiently explain concepts to you so that you have a clear understanding of our products, and balance your insurance needs and your goals in life.

I am a Sun Life Advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial.
A Clear Connection: your relationship with Sun Life Financial bit.ly/ClearConnection
Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada Inc.) Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.