Everything you need, in one place.
For current clients: your yearly review, sending me documents, your online account, and what to do when life changes.
Client services
Book your Client Review
A free yearly review: beneficiaries, contribution room and coverage, checked against what’s changed in your life. For current clients; I confirm each request personally.
Request a timeSend documents
Email statements, forms or questions straight to me. Please leave out your Social Insurance Number.
Email documentsYour online account
Your policies and investments are held with iA Financial Group. You can see values, statements and details any time in their client portal, My Client Space.
Open My Client Space ↗ (opens in a new tab)Something changed?
A new baby, a new home, a new job, a separation, a death in the family. Tell me between reviews too: some changes can’t wait a year.
Message me on WhatsApp (opens WhatsApp)Making a claim
Message me first. I’ll tell you exactly what’s needed and help with the paperwork, so your family isn’t doing it alone.
Message me on WhatsApp (opens WhatsApp)Know someone?
If someone you care about could use a clear look at their finances, here’s the simple way to introduce us.
Make an introduction →Not a client yet? Start with the Complimentary Clarity Session.