Simple Strategies for Your Financial Security no-nonsense, no pressure.
Insurance, savings and segregated funds, explained plainly and built around you, your family and your business.
What I Do
Customized strategies to help you save more efficiently and minimize risk, using insurance and segregated funds to your advantage.
My Approach
I simplify processes that are otherwise complicated, with transparency every step of the way.
Why Work With Me
A consultative approach: I get to know your wants and needs, then build a personalized plan around them.
Protection and Growth, under one roof.
Working with iA Financial Group, I offer a full range of insurance, savings and retirement solutions.
- 01
Insurance
Participating whole life, critical illness, disability, mortgage, travel and simplified-issue life insurance.
- 02
Savings & Investments
TFSA, RRSP, FHSA, LIRA, RRIF and non-registered accounts, matched to your goals.
- 03
Segregated Funds
Market growth with 75% or 100% capital protection, resets, and the potential to avoid probate fees.
- 04
Reviews & Claims Support
Free policy reviews, financial needs analyses and hands-on help when it's time to make a claim.
You're Probably Wondering how I earn a living.
The cost of my services isn't based on the time you spend with me. Savings products include management fees, which vary with the investment options you choose. For insurance products, the cost is included in the premiums you pay.
That means you will never be billed for a meeting. If you don't purchase or apply for a product, there's no charge. Essentially, you don't pay me; the insurance carriers I place business with do.
- No hourly fees, ever
- No charge if you decide not to proceed
- Recommendations based on your needs, not a quota
Four Steps, at your pace.
Every relationship starts with a conversation. You only move forward if it's genuinely helpful.
Discovery Call
A short phone conversation and quick questionnaire. Not a sales pitch.
Financial Needs Analysis
A deeper look at your goals, assets and liabilities, income and retirement.
Your Proposal
A personalized action plan, presented clearly so you can decide with confidence.
Application & Beyond
Simple online or phone applications, then claims support and yearly reviews.
Let's Start With a Conversation.
Your first meeting is a short, no-pressure discovery call. If it doesn't resonate, the coffee's on me.
Book a free discovery call