As a Financial Representative for FaithLife, I’m proud to offer real solutions to real concerns regarding people’s financial well-being. The importance and value that this position offers is tremendously rewarding and is considered with the utmost care, kindness and compassion. Having clear goals, safety and protection, as well as mentorship and guidance through the pitfalls of today’s modern challenges is extremely important. So when a client entrusts these issues with me, it’s important to know that it’s held with respect, professionalism and attention so that great care is always taken.
Educating my clients is paramount to the process of understanding and planning for a future of financial success.
Coming from a background in management I know how important it is to effectively communicate, face adversity, and plan for success. Leadership and guidance is critical to all elements of life. “No man does anything alone”, we’re all in this together and given the opportunity to add value to your financial success, the personal reward is deeply cherished.
I’m a proud father and husband who’s hope is to create a better and brighter future for my family, community, and world at large. By helping each client personally develop their financial literacy, goals and lifestyle for the better. My mentor’s motto is “People don’t plan to fail, they fail to plan” and my Dad would always say “Man without a plan, plans to fail”. It’s a recurring theme in my life and that’s why I’ve chosen this line of work, and to work with FaithLife Financial.
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.