FIC, CLU, AFA
FaithLife Financial has a unique way of blending faith and finances to help our members and the community. I love that, and I am proud to have represented them for over 25 years.
I have always been a people person, and knew that one day I would find myself in a career that would allow me to make a difference in the lives of others. My life’s work focuses around helping people achieve a clear vision of their future goals, peace of mind, and success in life. At FaithLife Financial, we are given the opportunity to celebrate our clients’ successes on all levels, and it is most gratifying when I can help an individual or family reach the goals they had set out for themselves.
I am a member of the Age-Friendly Business Academy and have achieved their designation of CPCA (Certified Professional Consultant on Aging). I also have my CLU (Chartered Life Underwriter) designation. As a member of Advocis (the Financial Advisors Association of Canada), I have served two terms as president of the Western Manitoba Chapter.
On the personal side, I have a son and daughter and four amazing grandchildren who I am immensely proud of. I love them to bits! As a widower, I have developed a close friendship with a woman named Debra. She is the primary caregiver for her brother who lives with Parkinson’s Disease. Every day, I am taken aback by her resilience, her thoughtfulness, and her empathy. My experiences have also enabled me to develop empathy and understanding for others – important life skills that play a big role in what I do.
At FaithLife Financial, we are committed to faith, family, and finances. Together, we can protect your financial future by identifying and prioritizing your unique needs, and by supporting them with customized insurance and investment solutions.
Contact me today to learn more about how, together, we can create a plan to support your goals and protect your family’s financial future!
How We’ll Work Together
For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.
Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.
- Understand your financial objectives and concerns.
- Personalize how we work together based on your needs and preferences.
- Gather your information to understand your current situation.
- Analyze your information to develop a personalized plan.
- Implement the desired strategies within your plan.
- Review progress towards your goals and make necessary adjustments.
As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.
Products and Services
I offer insurance and investment solutions to protect your financial future.
- Life Insurance
- Education savings for your children or grandchildren
- Critical Illness, Disability and Long-Term Care Insurance
- Investments for your short and long-term goals
- Savings and retirement income
- Charitable giving options
Contact me today for a free financial review!
About FaithLife Financial
For nearly 100 years, FaithLife Financial has been protecting financial futures by offering a broad range of life insurance products and services, as well as providing one-to-one guidance from our advisors across Canada. But that’s only part of the story. As a grow-to-give company, we share a portion of our profits to give back – through community outreach, direct donations, and a number of benefits that let members support their family, their community, and the causes they care about.