ABOUT
ME
Passionate About Helping Others
First and foremost, I want to help you reach your goals. Everybody is different, so my goal is to craft a plan that's right for you.
Being PSSA Certified, I'm on of very few advisors who knows federal pensions intimately and more importantly, how to integrate your pension income and benefits into your retirement planning.
My ultimate goal is to get the most amount of net dollars in your pockets after all expenses. Taking everything into account, from tax brackets, multiple income streams, OAS clawbacks, Income testes benefits, I'll do my very best to maximize your income.
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Having personal experience with my own son Cedric, I am particularly passionate about working with families affected by disabilities.
From maximizing RDSP grants and bonds, to consulting on Henson Trusts, I'm happy to let my personal experience work for you.
Certifications
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PSSA Certfied (Federal Pension Certification)
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RRA, Registered Retirement Analyst
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CHS, Certified Health Insurance Specialist
Services Offered
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Investments
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Life Insurance
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Retirement Planning