Our Process

A strong planning process is the best way to create a more financially secure plan.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

What is Financial Security Planning?

• Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
• As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.
• The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:
• Prepare for a secure, comfortable retirement or minimize your current taxes
• Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
• Provide for your loved ones or heirs in the event of death, disability or critical illness
• Protect your business and your employees through affordable benefits