I began my career in the financial services industry in 2002 with a large captive career Insurance Company by successfully completing the Life and Accident and Sickness License Qualification Program (LLQP).

Over the years I have been involved in many personal development courses,focusing on personal growth, leadership, integrity, and fundamental principles to enable me to provide a one-of-a-kind client experience.

With 21 years of experience in the insurance and investment industry,I have been fortunate to help countless clients with an emphasis on long-term trust and relationships.

My purpose is to help individuals, families, and business owners achieve peace of mind and security through holistic financial planning utilizing our “7-Step Process, Promise and Commitment to my Clients”.

In my current role as a Sr. Financial & Investment Advisor with VFG Financial Group, I will identify my client's needs, goals, and objectives, make a suitable recommendation, and implement a mutually agreeable solution.

My value-added services include meetings with clients every year to determine that their insurance and investment needs continue to meet their goals and objectives. I provide my clients with continuous management and learning for the long term through, one-on-one, e-mails, telephone calls, seminars, and webinars.

Areas of expertise:

• Wealth transfer using Life Insurance

• Mortgage protection

• Critical Illness

• Disability (income replacement)

• Personal Health and Dental Plans

• Guaranteed Investments

• Recruiting and helping you build a team of your own

• Buy-Sell Agreements (Corporate)

• Key Person Insurance (Business)

Please don't keep me a secret. The highest compliment you can give me is to refer me to your friends and family.

I have 26 years of experience in the financial services industry, and the companies I deal with are all by choice - reputable, claims-paying, competitive companies.

I have chosen these companies with you in mind - they provide me with the best suite of products and services for you.

When your family's well-being is at stake it is important to pick the right person with the right representation for the job of protecting your family's well-being.

Over the last 31 years, I've gained broad experience in strategic and financial planning. 

I've been licensed to provide Mutual Funds & Labour Sponsored Funds, Home & Auto Insurance, RESP's, Mortgages, and Life, Accident, and Sickness Insurance. I hold an Elder Planning Counsellor (EPC) designation.

 MoneyTrends at VFG Financial Group strives to deliver tailored solutions to individuals, professionals, and small companies.

 As brokers representing our clients, we provide customised, innovative risk management and tax-efficient investment (using our insurance providers), as well as accounting, lending, and legal advice to qualified clients in our target audience. 

It all begins with a no-obligation conversation which will help to identify how we may assist in meeting the needs of suitably qualified potential clients.