Broker Check


Having the proper insurance strategies which provide the proper balance of asset and income protection with cost are essential to a successful long term plan. 

  • Protection of income stream while working to provide for your family
  • Life Insurance to provide for the replacement of income stream in case of untimely death and protection of pension income.
  • Long Term Care coverage to enable your Financial plan to continue to work effectively if one or both spouses need LTC assistance.
  • Analyzing my clients current Property and Casualty insurance to ensure proper coverage for liability and property damage.  
  • I am a Chartered Life Underwriter as well as a Certified Long Term Care Specialist and I partner with my clients to identify these concerns and provide solutions that are both cost efficient and effective.