Your partner for investment,
estate and life planning

Let's get down to business. Your business.

The service package I offer every one of my clients is second to none. My favourite investment concepts are prudence, diligence and intelligence – and I can only deploy them on your behalf if we have a relationship based on your clear health and wealth objectives. What can you expect in terms of how we proceed from there?

• Retirement Planning – RRSPs, RRIFs, LRSPs, LIFs, RDSPs
• Education Planning
• Customized Investment Plans
• Fee-based Programs
• Banking and Credit Facilities
• Tax and Estate Planning
• Income and Asset Protection
• Estate preservation and Trust Planning

Manulife Wealth Inc.

My affiliated company, Manulife Wealth Inc. is one of Canada's foremost independent investment dealers. Its firm commitment to service excellence, coupled with an expansive product offering, offers my clients options tailored to fit their financial goals and advanced investment needs, including:
Canadian and Global Equities
Government and Corporate Bonds
Preferred Shares and Debentures
Mutual funds
Tax efficient investments
Pension plans
Money products: daily interest, GICs and more
Specialty investment products
Banking and mortgage products (on referral basis)

Manulife Wealth Insurance Services Inc.

Manulife Wealth Insurance Services Inc. will help you feel financially assured with a variety of insurance products that meet your specific needs, whether it's family protection, business continuity, estate preservation or investment solutions.
Segregated funds
Life insurance
Disability insurance
Critical illness insurance
Long-term care insurance
Health care benefits
Annuities
Travel insurance