With over 25 years in the financial and insurance industry, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children's education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
My passion is to work closely with individuals applying key principles to all areas of their life: time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.
Over my career, I have had the opportunity to deal with business professionals, business owners and entrepreneurs, in regards to investing, income protection and pension plan creation. A great deal of my business has been built on referrals from satisfied clients, as I am dedicated to serving the needs of my clients throughout New Brunswick.
For the past nine years I have been a qualifying member of the Million Dollar Round Table. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Servicing all of New Brunswick. . . . . . .no account minimum.