Certified Financial Planner/Chartered Life Underwriter/Chartered Financial Consultant




Contact Information:


Address                                   3-304 Stone Road West, Suite 163

                                                Guelph, ON   N1G 4W4


Phone                                       519-824-8934

Cell                                          519-241-2325



Available to residents of            Ontario…Southern



Professional Background:


Twenty Six years in Estate and Financial Planning and Life Insurance.


Background in Accounting and Retail Management.


Qualified for Million Dollar Round Table on five occasions.

( MDRT represents five percent of the top producers)



My Commitment:


A sound financial plan provides a clear and organized picture of your present financial position.  A sound plan offers suggestions on how to manage your assets and to maximize them, to your advantage.  Tax saving and investment strategies are also necessary in creative planning.


As an Independent Life Insurance Broker, I can supply you with up to date information so that you can make more intelligent and informed decisions that will best accomplish the financial objectives that are important to you.


 As a Chartered Life Underwriter, I am committed to the highest degree of professional ethics and performance standards, consistent with a reasonable approach to financial success.



Services Provided:



I would be pleased and available to meet with you, your co-workers, community organization or special interest group to provide a seminar on Financial Planning.


These seminars are ideal during employee lunch breaks, etc. especially during preparation for the RRSP season.