Products & Services

Financial products and services should address specific needs in your financial plan – whether it is to help fund your child’s education, build a successful business or retire comfortably. I have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

For Individuals

  • Insurance products to help you manage risk and unexpected costs
  • Investment products to help you plan for retirement and reach your financial goals
  • Mortgage products to help you make home ownership a piece of your plan
  • Banking solutions tailored to your needs
Investment products

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

Segregated fund policies

Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.

Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.

Mortgages

Financing a home may be the biggest financial decision you make. As your Certified Financial Planner, I can help you make the right decision by helping tailor a mortgage to your financial plan. I work with a London Life mortgage planning specialist, who has the knowledge and experience to help select a mortgage that works for you.

Other investment products

I also offer a range of specialized investment products, including:

  • Specialized investment solutions
  • Registered education savings plans (RESPs)
  • Registered retirement savings plans (RRSPs)
  • Registered retirement income funds (RRIFs)
  • Guaranteed interest options and payout annuities

Insurance products

Along with helping you build and manage your investments, I can help you choose insurance products to help reduce financial risk to you and your family.

Individual life insurance

Having the right life insurance protection can make a big difference in your life, and the lives of those close to you. A financial plan that includes life insurance can help ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.

Disability insurance

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 insurance

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 help protect both you and those close to you from the financial effects of a critical illness.

Health and dental insurance

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.

Solutions Banking™

Many people don’t consider daily banking needs a part of their long-term financial plan. However, the right banking products, integrated in your overall financial plan, can have the potential to get your money working harder and smarter. Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.

With Solutions Banking™ products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner. Solutions Banking™ products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit

For Businesses

  • Group benefits to help you recruit and retain employees
  • Various types of insurance to help you protect your business
  • Banking solutions tailored to fit your needs
Protecting your business

You’ve worked hard to build your business; I want to help you protect it. Whether starting a new venture or maintaining a successful one, I can help you address your needs.

  • Life insurance
  • Disability insurance
  • Critical illness insurance

Protecting your employees

Your business or organization is unique, and so are your people. Whether you have three or 35 employees, I have access to comprehensive group benefits plans to help you retain your valuable staff:

  • Benefits plans for small business
  • Health-care and dental-care benefits
  • Wellness and disability benefits
  • Life and accidental death and dismemberment benefits
  • International benefits plans
  • Online services

Solutions Banking™

Many businesses don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.

Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking. With Solutions Banking™ products and services, you can continue to rely on us to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner. Solutions Banking™ products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit

Arrange to meet with me today to discuss your financial plan and how these products and services could help you meet your needs and goals.