I have had the privilege of working in the areas of business and finance for more than 20 years. Almost 10 years ago, after starting and running a successful business with my wife, I realized that I wanted to work more closely with individuals and families to help them make sound financial decisions. I started in the financial services industry with Investors Group, followed by Sun Life Financial. During my six years with Sun life, I achieved Order of Merit recognition for providing distinguished service in wealth & insurance solutions. Recently I made the decision to work with Faith Life Financial, because I felt that the company values and principles strongly aligned with my own.
Through my employment it is my desire to help people understand their options when it comes to financial decisions. I believe it is important to always keep in mind that we do not serve money nor the god of this world. My passion is to encourage people to invest in the Kingdom of God.
In Mathew chapter six we are given important financial advice by our Lord: “Do not store up for yourselves treasures on earth, where moths and vermin destroy, and where thieves break in and steal. But store up for yourselves treasures in heaven, where moths and vermin do not destroy, and where thieves do not break in and steal. For where your treasure is, there your heart will be also. But seek first his kingdom and his righteousness, and all these things will be given to you as well. (Matthew 6:19-21, 33 NIV)
HighRoad Financial Services
My business with Sun Life is known as “HighRoad Financial Services”. The reason I have chosen this name is to highlight my commitment to honesty, integrity and the “holistic” financial process. I am committed to taking the “High Road” when it comes to working with my clients.
I am Pleased to Provide Access to a Wide Range of Financial Products:
Savings Plans: We offer the full range of savings plans including Registered Education Plans (RESPs), Tax free Savings Plans (TFAs), Registered Retirement Plans (RRSPs), Guaranteed Investments (GICs), and non-registered tax efficient accounts.
Insurance Solutions: We offer industry leading personal insurance products including Life, Critical Illness (CII), Long Term Care (LTC), Disability, Personal Health, Travel and Group solutions for large & small businesses.
Investment Solutions: We offer investment products from a wide range of investment firms including all major banks and investment managers in Canada and several major investment houses around the world.
Retirement Planning: Whether you are nearing retirement, already retired, or still a few years away, we can help you live your retirement on your terms.
Advanced Financial Planning: In addition to the services that I provide, we also offer access to an advanced team of professional planners at Sun Life Financial. Through this service we are able to assist business and high net worth clients with “fee-free” advanced tax, estate and investment strategies.
There is no fee for my service and I would be happy to review your financial plan or assist you in the formation of a financial plan. This process begins with an introductory meeting where we have a chance to meet face to face with no obligation. If you would like more information or you would like to meet please contact me using the form below: