Proper financial planning can ensure that you and your family enjoy a continued quality of life. I will help you identify your needs, present affordable options, monitor and refine your planning, and above all give you professional service.

My areas of expertise run from Personal Insurance and Retirement Planning, to Business Insurance and Employee Benefits:


PERSONAL INSURANCE

• Mortgage Insurance: If you're a new homeowner I can advise you on the best and most cost-effective product for your purchase. And if you're an existing mortgage-holder I can show you how to move your insurance to a better product and with no penalties.
• Family Protection
• Disability Income Insurance & Critical Illness Insurance
• Estate Planning
• Tax free legacy for grandchildren
• Capital Gains Tax Protection
• RRIF/RRSP Insurance
• Charitable giving

RETIREMENT PLANNING

• Supplemental Retirement Plans
• Insured Annuities
• Life Annuities
• RRSPs/RRIFs
• Segregated Funds
• Term Deposits

BUSINESS INSURANCE

• Partnership Insurance
• Key Person Insurance
• Business Continuation Planning
• Business Loan Protection
• Business Overhead Expense Insurance

EMPLOYEE BENEFIT PLANS

Call me today on 604 925 7561 for a no obligation consultation. I look forward to hearing from you!

Brita