Products
- As an independent investment advisor, I am able to offer quality products from a wide range of sources.
- Stocks
- Bonds
- New issues
- Fee-based wrap program
- Mutual funds
- Self-directed plans
- Masters Private Account Program
- Group RRSPs
- Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
- Money products: daily interest, GICs, RRSPs, RRIFs, and LIFs
- Monthly savings plans
- Systematic withdrawal plans
- Other specialty investment products
- Banking and mortgage products (on referral basis)
- Telephone and online banking
Insurance
As an independent Life Insurance advisor, I offer a range of insurance products:
- Life Insurance
- Critical Illness & Disability insurance
- Long Term Care Insurance
- Health care spending annuities
- Travel Insurance
- Employee Health & Dental Plans for Small Businesses
- Health Care Spending Accounts
Services
As an independent investment advisor, I offer financial management services and am committed to providing financial solutions individually tailored to meet your changing needs.
My priorities:
- Using proven long-term strategies to improve your financial health
- Planning for all stages of life
- Helping to increase your cash flow
- Making carefully considered recommendations
- Lowering interest rates on debt consolidation
- Lowering tax rates
- Finding solutions that work for you and for your beneficiaries
Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency.