Everyone needs to establish a plan for what they want to accomplish in their lives. It’s all about the plan and the steps people need to take to make it happen. I have been a financial advisor for over 22 years and I have taken several steps that benefit my clients such as:

• Taking time to get to know my clients to listen and learn about their needs.
• Pursuing education and staying current with government and industry requirements.
• Continually developing new skills to help clients. As a member of Advocis – The Financial Advisors Association of Canada, I meet specific standards of training and education. Currently, I’m the President of the Western Manitoba Advocis chapter.

Proverbs 4:25-26 says, “Let your eyes look straight ahead, and your eyelids look right before you. Ponder the path of your feet and let all your ways be established.” I will help you “establish your ways” with wise financial planning. Together, we will identify and prioritize your needs with customized insurance and investment solutions for you – while also considering a risk assessment, investment planning and living benefits.

I look forward to helping you protect your financial future – call me today!

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.

1. Understand your financial objectives and concerns.
2. Personalize how we work together based on your needs and preferences.
3. Gather your information to understand your current situation.
4. Analyze your information to develop a personalized plan.
5. Implement the desired strategies within your plan.
6. 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