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About

I provide no-charge, unbiased financial planning for families, individuals & businesses (including retirement planning, debt management, getting better rates on insurance, education savings, etc).

I teach people the things about their money, debt & taxes that the banks would prefer you didn't know.

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Q&As

Knowing that I'm able to make a real difference in people's lives! In 6 years, I have yet to meet someone I COULDN'T put in a better position financially - that feels pretty good!

I was frustrated that everywhere I seemed to look, I had to choose between doing good things for others or making a good living for myself... in financial services, I found a place where I could do both.

As a broker for all the best companies in Canada, I'm able to see options from the competition a "captive agent" isn't allowed to tell you.

There is no cost to you for any of my services - I'm only paid by my firm if I'm able to put you in a better position, so my #1 goal is to do something better than anyone else has!

Services

Teaching you the things about your money, debt & taxes that the banks would prefer you didn't know.

You work hard for your money... your money should work hard for you. I can help with your retirement planning, saving for your kids' education, and everything in between!

Protecting what matters most: the people you love. I can help you get better rates on your insurance, or at the very least give you a second opinion to see if there's anything that could be even better!