Individuals and families


Along with helping you to track your money, budgeting tips and debt reduction techniques, insurance and investment solutions may play a part of your personalized plan, which can help you minimize any financial risk to you and your family

Insurance Solutions

  • Life: Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your family/estate financially secure, and avoid debts and an inadequate income for your family.
  • Disability: Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
  • Critical Illness: A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
  • Health and Dental: Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan.