Financial Planning in the Ottawa/Gatineau area.
I work to help individuals, families and small businesses achieve financial security and success. By developing a realistic, personal financial plan for my clients, I help them understand and guide their journey, turning their goals and dreams into reality. Working with a great team of specialists in investments, mortgages and life insurance, I offer investment planning, insurance needs analysis, debt consolidation and management, cash flow optimization, retirement planning, education planning, estate planning and income tax optimization/deferral (e.g. using rrsp, tfsa, resp and rdsp). To round out our financial consulting services, we also offer great financial products to allow you to realize your plans: mortgages, lines of credit, term or permanent risk management solutions, and access to an excellent array of mutual funds and equities. Please call or email me today to arrange an appointment.
Certifications and associations
Financial Services Commission of Ontario (FSCO) Life Insurance (Including Accident & Sickness); MFDA Dealing Representative (Mutual Fund Dealer Ontario)
- Investors Group, Canada Life, Great West Life, London Life, Mackenzie Investments, Putnam Investments, AGF, Allianz, Fidelity, Manulife, Sun Life, J.P.Morgan, Eagle, LaSalle
Accessibility & amenities