Business Profile
With 25 years in the business, I advise my clients with the best educated advice on how to manage their hard-earned money. I research the marketplace ot be able to recommend the plan that best suits each individual person, ensuring that clients are aware of the products that best meet their needs.
Personal Profile
I have been married for 26 years and have two grown children. I am very interested in healthy living and exercising. I have lived in Kingston my whole life and volunteered as a coach of various minor league sports.
Services
“The secret to getting ahead is getting started.”
I offer the following services:
- Professional Financial Planning (i.e. RRSP, TFSA, LIRA, LIF, RIF, RDSP)
- Life Insurance
- Critical Illness Insurance
- Estate Planning
- Education Planning (RESP)