Biography
I started my career in financial services with London Life in Toronto in the summer of 1986. I spent 3 years with London Life before leaving the business for a year. I returned to the business in the summer of 1990 when I moved to Ottawa. I worked in conjunction with 2 different general insurance brokerages before going out on my own 2 years later.
I can help you:
I provide mutual funds through the mutual fund dealership Professional Investments Inc., life insurance provider Qualified Financial Services,QFS, and guaranteed investments, GICs, through Home Trust. With this abundance of financial institutions at my disposal I am able to offer my clients Canada’s top mutual funds, insurance policies and GIC’s.
In the last 35 years I have had extensive experience with:
- Planning
- Mutual fund investing
- Retirement planning
- GICs
- Life insurance
- Segregated funds
- Risk management
- Disability insurance
- Health and Dental benefits
- TFSA RRSP
- RESP RRIF
- Annuities
- Group RRSP
- DCPP DPSP