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Financial products and services should
address specific needs in your financial security plan –
whether it is to help fund your child's education, build
a successful business or retire comfortably.
I have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.
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Licensed for life insurance in Nova Scotia Investment representative with Quadrus Investment Services Ltd.
Licensed separately for home, auto and commercial insurance
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Products and services
Protecting your business
You’ve worked hard to build your business; I want to help you protect it. Whether starting a new venture or maintaining a successful one, I can help you address your needs.
Life insurance Disability insurance Critical illness insurance Licensed separately for home, auto and commercial insurance Protecting your employees
Your business or organization is unique, and so are your people. Whether you have three or 35 employees, I have access to comprehensive group benefits plans to help you retain your valuable staff:
Benefits plans for small business Health-care and dental-care benefits Wellness and disability benefits Life and accidental death and dismemberment benefits International benefits plans Online services Solutions Banking™
Many businesses don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.
Solutions Banking is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.
With Solutions Banking products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.
Solutions Banking products and services, provided by National Bank of Canada, include:
Bank accounts Loans and lines of credit
Investment products
Whether saving for your child’s education, planning a vacation, building a nest- egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.
Mutual funds A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
For mutual fund information, click here
Segregated fund policies Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
Mortgages Financing a home may be the biggest financial decision you make. As your financial security and investment representative, I can help you make the right decision by helping tailor a mortgage to your financial security plan. I work with London Life mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.
Other investment products I also offer a range of specialized investment products, including:
Specialized investment solutions Registered education savings plans (RESPs) Registered retirement savings plans (RRSPs) Registered retirement income funds (RRIFs) Guaranteed interest options and payout annuities Insurance products
Along with helping you build and manage your investments, I can help you choose insurance products to minimize financial risk to you and your family.
Individual life insurance Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Disability insurance Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
Critical illness insurance A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
Health and dental insurance Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan.
Licensed separately for home, auto insurance and commercial insurance Solutions Banking™
Many people don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.
Solutions Banking is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.
With Solutions Banking products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.
Solutions Banking products and services, provided by National Bank of Canada, include:
Bank accounts Loans and lines of credit Credit cards
