Products & Services
I am an independent financial services advisor, in partnership with Desjardins Financial Security Independent Network. My objective is to help individuals make sound investment choices and decisions towards financial independence. Utilizing a broad spectrum of investment products, from a variety of well established and reputable investment firms. I hold my Mutual Funds registration for the provinces of BC and Ontario. Mutual funds distributed through Desjardins Financial Security Investments Inc. My areas of specialty are; Investment Portfolio design and Retirement Planning.
As a Branch Manager – Mutual funds, I serve as supervisor of our mutual fund representatives, in regards to investment suitability, review and training.
We offer a comprehensive array of plans and account types; RRSP, Group RRSP, RRIF, LIRA, LIF, Self-Directed plans, education plans RESP, In- trust accounts, Savings accounts, GIC’s, Term deposits, Mutual Funds, Pooled Funds, Alternative Investments and Socially responsible & ethical investment options.
Products including a very wide range of Mutual Funds; AGF, Bissett Funds, CI Funds, Dynamic Funds, Franklin Templeton, Fidelity, Invesco-Trimark, Mackenzie Investments, Northwest & Ethical Funds, Standard, TD Funds, BMO and many more . Also Segregated Funds; Desjardins Insurance, Manulife, Canada Life, and more. GIC & Bank products from: B2B Trust, Scotia Bank, Manulife Bank and Coast Capital.
For Disability, Critical Illness, Life, Health & Dental and Long Term Care coverages, I am contracted with; Desjardins Insurance, Great West Life, RBC Insurance, Ivari, AIG, BMO, Manulife, Canada Life, Equitable Life and Pacific Blue Cross.
The areas that I specialize in are assisting business owners and medical professionals review and plan their insurance needs to protect and preserve their income and businesses for the long term. I provide health and dental benefit plans for both businesses and individuals. I also understand the needs and issues facing those in retirement. I help people to protect their estates, grow and preserve their investments, and shield their families from financial loss. Specific services along with the ones I have mentioned also include:
- Investment portfolio review & analysis
- Private pension top up plans—such as RCF, IPP and ‘Pension Wrap’
- Pension Transfer plans, Locked in Retirement plans, LIF, LIRA
- Socially responsible & ethical investment options
- Investment portfolio management
- Insurance planning & review
- Referrals to investment & RRSP loan programs and mortgage lenders, general insurance, legal & accounting services
