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Retirement & Financial Services

Personalized Planning

A comprehensive review of your personal and financial circumstances so that I can identify potential problems and opportunities.

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Retirement Planning

Clarify your retirement priorities, calculate your required annual savings for retirement and plan for tax minimization.

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Life & Health Insurance Broker

Access to 30+ insurance companies for: life,disability, critical illness, long-term care and find the best policy for you at the lowest cost.

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Investment Review & Planning

I will examine and analyze the investments in your current portfolio to determine whether they are suited to your circumstances and risk.

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Why Choose My Retirement Planning Service

I am the person families can trust to help them put all their financial pieces together. By reviewing your personal finances we will establish your goals and then create a retirement plan to reach them. My strategies can save you money, minimize taxes, build and protect your savings. My objectives are simply to help you reach your short and long term, personal and financial goals.

  • A knowledgeable advisor
  • Retirement Income for Life
  • Tax Free Retirement Plan
  • Plans that work as advertised
  • A diversified investment strategy
  • Protect your income, family & assets

Ottawa's RetirementBlog

If you have questions about retirement or financial planning then take a look here. Tons of articles & information on Canadian financial planning topics such as life insurance, investing and more.

Piecing Together Your Financial Security

Financial Needs Assessment

I will evaluate your current circumstances and identify your goals and objectives through a one-on-one process.

Identify Problems & Opportunities

I look at liabilities, investments, taxation, retirement planning, employee benefits, estate planning or other special needs.

Develop and Present Plan

I will prepare a plan tailored to meet your goals and objectives, values, temperament and risk tolerance.

Monitor the Retirement Plan

We will review the progress of the plan periodically and make adjustments required to help you reach your goals.