Insurance brokerage providing consultation and products for income protection and estate and succession planning for families and corporations utilizing a variety of available life and health insurance products. We also offer a group retirement plan advisory to corporations.
Certified Financial Planner and Chartered Professional Accountant.
More than two decades experience in financial services including insurance and accounting. I have worked in senior roles for major insurance companies providing life insurance, health insurance and group pension consulting. As well, I have worked for a variety of public and private companies at the controller level. This unique background helps me to understand my clients' businesses and offer tailored solutions.