I consider myself a different type of advisor. I truly believe that you should "Live for today and make reasonable plans for tomorrow".
I help individuals and families protect their loved ones with savings for education, savings for retirement, finding the right mortgage for their financial goals, all this and knowing that families need to live today.
For businesses, I can help you make your investments creditor protected. This is in addition to disability insurance and company benefits.
When you are ready for a vacation, I can help you with travel insurance over the phone or you can book it yourself on this site. Let me help You make Smart choices with Your Money! Live for today and make reasonable plans for tomorrow.
I have been in Wasaga Beach for 13 1/2 years and have helped many families in through business. After spending 30 years working with the Cadet Program, In 2002, I joined the Wasaga Beach Lions Club. During my time with the club, I have chaired many positions and was instrumental in helping others within our community. This includes vision screening of every kindergarten student, presenting a Canadian Flag to every grade 1 student to celebrate our flags birthday and I ran the effective speaking program for all grade 6,7, and 8 students for many years. I am involved with every fundraiser and I am proud that I have brought many new members to our club. I was treasurer of our club for the two years, President of the Wasaga Beach Lions Club and zone chair for 2 years. . I have received the Canadian Decoration, the Canada 125 medal, the jubilee medal, Town Recognition Award and Helen Keller award and Melvin Jones Fellowship Award, just to name the major awards.