I have been in the financial services industry for 17 years and I like to use a straightforward and honest approach that starts something like this, “If something happened to you our your spouse are you confident that you have protected your family’s financial future?” this is such an important question and it is my goal to help my clients to answer it with confidence that we have worked together to help them do just that.
You can count on me to come alongside you with a personalized plan that will help you meet your financial goals and protect your family. FaithLife Financial has much to offer my clients and I am always excited to share the member benefits that support our members and the community causes they care about.
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 almost 100 years FaithLife Financial has been helping members connect faith and finances through a broad range of products, services and guidance from our Financial Representatives across Canada. But that’s only part of the story. We also reinvest a portion of our earnings, from insurance sales, back into serving our members with unique members benefits and opportunities to give back to the causes they care about.