I have received my Certified Financial Planner designation through the Financial Planners Standards Council (registrant#38094), as well as my Registered Retirement Consultant designation through the Canadian Institute of Financial Planning (license number 117389). I am a professional with 14 years experience helping high net worth Canadians (investable assets 500K +) make their money last before and during retirement; as well as helping business owners accumulate more wealth in a tax efficient way.
I work with numerous small business in the private sector and several non-profit organizations for the design and implementation of cost effective health insurance plans for diverse employee groups.
Areas of work: Group Health Insurance for Employees
Investment, Tax Planning and Retirement Planning
Individual Insurance: life, disability, long-term care, critical illness
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