As a full service Insurance and Investments advisor with Regent Financial Services, I help people identify and achieve their financial goals by developing and implementing strategies for protection, investments and savings. I do this by getting to know your situation, discussing your insurance and investment options, providing access to all financial products and making recommendations which will be based solely on your needs, goals and values.

My clients experience begins with a values based conversation. This experience is a step-by-step road map that focuses on you and what is most important to you. It will provide you with a new perspective and give you clarity on the importance of understanding your values when making significant financial decisions. More importantly you will discover strategies that meet your specific needs that moves you towards your financial objective. You will gain greater insight as to how your current position is impacting your future vision. By taking the focus well beyond the financial assets and on to include the values, creates a solid foundation of understanding from which to develop a personalized financial plan that meets all of my client’s needs.

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate strategy for you.

My mission is to inspire you to define, develop and achieve your personal, professional and financial goals and dreams. I’ll encourage you to take immediate, concrete steps to help plan for your financial life and achieve your dreams. Together, we can build a long-term personal and professional relationship.

I am very excited about helping you with your insurance and investments needs and will work very hard to provide you the coverages you require to protect your family and grow your assets.

Services offered:

• Financial planning
• Retirement planning
• Life Insurance
• Mortgage Insurance
• Disability Insurance
• Critical Illness Insurance
• Travel Insurance
• Long Term Care Insurance
• Registered Retirement Savings Plans (RRSP)
• Registered Education Savings Plans (RESP)
• Tax Free Savings Account (TFSA)
• Non-Registered Investments
• Segregated Funds
• Group Benefit Packages
• Group Retirement Solutions
• Health & Dental Coverage
• Debt Management