I've always been passionate about helping others learn about important information in a fun and engaging manner....yes, even Insurance!

As a licensed insurance and guaranteed investment broker, I work with a variety of organizations and have access to a broad product shelf. In partnership with these companies, I work with industry experts in the areas of insurance, tax, estate and financial planning to create customized solutions for my clients.

With a focus in the family and small business markets, I help people protect themselves, their family and their personal/business assets, to assure their current and future lifestyle needs.

And, as a Certified Executor Advisor (CEA), I add value to my clients through broadened knowledge and access to a variety of resources to assist with this important role. With proactive estate planning I help clients reduce estate tax burdens, improve liquidity and ensure against personal liability risk for their Executor(s).

Being an avid student, I've just completed a new course, earning the designation of Certified Professional Consultant on Aging (CPCA) and my practice is now certified as "age-friendly". I care about providing my clients with the highest possible quality of service and care possible.

Based in Muskoka, I serve clients from Huntsville to Toronto, Markham to Hanover and I'd love to work with you too. Give me a call today to book your complimentary consultation - you'll be glad you did!