Thank you for taking time to check out my information. Merci d'avoir pris le temps de vérifier mon information. As a qualified financial planner with over 20 years of experience, I welcome the opportunity to work with you to develop a personal plan that will benefit you and your family.
There are two ways you can work with me, either on a fee-for-service basis or by purchasing a product from any of the excellent companies I represent.
Products range from the basics like life insurance and savings plans (for education or retirement), to health and dental plans, and plans which provide income protection (in case of illness, or at retirement). Service bilingue. READ MORE
"Teri Sue and I have been very pleased with the advice you have provided us for our retirement investments and the investments you have helped us make. We spent more than a year meeting and talking with you about the options available. This was important to us as we had time to understand things a bit. You are very patient in answering as many questions as we can ask. These investments are very important to us and we believe your advice has been very good, especially through the sustained period of no market growth after 2008."