I'm here to help, please don't hesitate to book a no obligation, free consultation.
Book an appointment by:

Retirement Solutions

A Personalized Retirement Plan

I am more than a financial advisor or a bank trying to fit you into "Plan A, B or C". I get to know you, your goals, plans for retirement and help you understand financial concepts. I will show you your Financial Independence Number - the total amount of money you need to have when you retire. I look at your whole financial situation including debt, savings and protection. I design a financial plan to work within your budget, your goals and to save you money.

I look to solve your financial problems not sell you products. There is no cost for my plans, no obligation and no pressure. With over 40 financial service and life insurance providers, I can choose the best products for your situation. I am confident my plans can save your family money, time and stress. Wouldn't that be worth 30 minutes to see if I could help you?

Retirement Solutions

What would you like help with?

  • Protect What Matters Most

    Insurance helps you protect what matters most in your life - your loved ones, your assets and your financial future.
  • Planning for Retirement

    Whether you're right on track or even if you need to catch up, I have the tools and services that can help you meet your goals and retire on your own terms.
  • Plan your financial future

    It's never too early or late to plan for your financial future. By protecting, managing and growing your assets, you'll by prepared.
  • Secure your Assets

    By building a financial safety net, you can prepare for the unexpected and create a legacy your loved ones can count on.
  • Save for University

    Helping your children or grandchildren with post secondary expenses can be one of the greatest gifts you'll ever give.
  • Make Your Retirement Income Last

    As you begin to tap your retirement income, learn which accounts and investments to draw from first.
  • Cash Flow Management

    For most individuals and families, money is a limited resource. Your financial objectives must be prioritized and your cash flow allocated accordingly.
  • Managing an Inheritance

    Receiving an inheritance often accompanies a highly emotional time. You'll never regret taking a little time to decide how to use your inheritance wisely.

Who Needs Retirement Planning?

Ottawa
Families

A complete and solid financial plan can help you: Prioritize your goals, focus on the bigger picture, organize your finances and worry less about money.

Read More

Medical
Professionals

I understand the unique financial & insurance needs of Canadian Physicians, Registered Nurses, Dentists and other medical professionals.

Read More

Public
Servants

As a former public servant I have a thorough understanding your group benefits and pension plan. I can help you understand your current benefits and create a plan to work with them.

Read More

Business
Owners

Businesses that are under insured or without broad, proper and adequate coverage are taking needless risks, which could eventuate in serious financial problems.

Read More