Services
Everything I help with, in one place.
Each of these is one piece of the same picture. Most people need a few of them, in the right order. The free session is how we find out which.
Grow & Plan
Make what you have
Make what you have
do more.
Savings & investingPut every dollar in the right placeTFSA, RRSP, FHSA: which comes first, and investments built around your timeline.Read more →
Retirement incomeTurn savings into a paychequeWhen to start CPP and OAS, your RRSP at 71, and which account to draw from first.Read more →
Education savingsCollect every grant dollarRESPs set up so your kids get the full government grant: $500 a year, up to $7,200 each.Read more →
Estate & legacyGet it to the right peopleBeneficiaries named properly, probate explained, and what passes outside your will.Read more →
Protect
Keep the plan standing
Keep the plan standing
if life goes sideways.
Life insuranceIf you’re not hereSized to what you owe and want to leave behind, not a round number.Read more →
Critical illnessIf you get seriously illA lump sum on diagnosis of a covered condition, so you can afford to stop and recover.Read more →
DisabilityIf you can’t workA monthly income when illness or injury stops the paycheque.Read more →
Final expenseSo nobody is handed the billFuneral costs in Ontario, and simple coverage paid straight to your family.Read more →
Business
For people other
For people other
people depend on.
Business ownersMake sure it holds without youKey person coverage, funding a buy-sell agreement, and protecting your own income.Read more →
Group benefitsA plan your team will useHealth, dental, life and disability coverage for small businesses.Read more →
Car & home insuranceQuoted through SurexCar, home and business property quotes from a licensed brokerage.Read more →
Start Here
The first step is a conversation.
Free, 30 minutes, by phone or video. You leave with Your One-Page Picture, and Your 3 Moves arrive in writing within 24 hours.
Book your Complimentary Clarity SessionFree · 30 minutes · no obligation
Not sure which of these you need? That’s exactly what the free session is for.