Providing expertise & consultation in Simcoe, Muskoka, Georgian Bay, and Toronto areas
 

Areas of Expertise

  • Exclusive Distribution
  • Sound Financial Planning
  • Wealth Accumulation
  • Succession Planning
  • Estate Planning
  • Individual Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Mutual Funds
  • Segregated Fund Policies
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Life Income Funds (LIF)
  • Registered Education Savings Plans (RESP)
  • Annuities
  • Group Life and Health programs
  • Pension Plans (RPP)
  • Deferred Profit Sharing Plans (DPSP)
  • Group Registered Retirement Savings Plans (GRRSP)
  • Executive Compensation Plans
  • Executive Disability Programs
  • Tax-Free Savings Accounts (TFSA)

The Difference

Professional & Personalized Services
Operating in the interest of clients, I provide solutions to financial planning problems, and deliver value-added service and commitment to professionalism, ethics and education.

Plans That Fit Your Needs
You are a hard worker. Your efforts should be awarded through professional planning in all areas of retirement planning, tax-reduction, income security, and final distribution of your estate. Financial plans are prepared to meet your specific needs based on analysis of your current information.

Comprehensive Process & Planning
Financial plans are comprehensive and developed from basic principles from fields of finance, investment, tax-reduction, estate planning, and insurance. From the interview process and confidential questionnaire, recommendations are formulated to meet your goals.

Periodical Review
Your financial plan is a work in progress. Periodical reviews and updating will measure the performance of your carefully generated plan to your goals. You will be provided with continuous advice and counsel to reach your objectives.

Service Process

1. Listen to the client
Financial goals and objectives are discussed

2. Authorization
Client accepts financial planner

3. Data Gathering
Completion of questionnaire, goals and objectives interview

4. Preliminary Analysis
Planner analyzes data

5. Refinement
Data and plan refinement

6. Plan Formulation and Presentation
Client approves plan, financial planner provides explanations relevant to all aspect of chosen strategy

7. Plan Implementation
Planner recommendations and suggestions are acted upon.

8. Plan Monitoring and Periodic Review
Client informs financial planner of any changes and financial planner provides ongoing service, support, and counsel to help ensure goals and objectives are being met