Our Focus

These are the ways we help best.

Investments

Managing your investments is so much more than simply doing an investor profile questionnaire and building a diversified portfolio. Today, more than ever, you need to take a closer look at where you are invested and look to alternative investments such as mortgages and income properties. As your Wealth Strategist, we can show you how.

See articles

Insurance

What kind of insurance do you want to own? The kind that expires before your life expectancy or the type that remains in force throughout your lifetime? We use cash value life insurance as a cornerstone for wealth accumulation and wealth building creating significantly greater wealth and a significant improvement in retirement income.

See articles

Mortgages

Your mortgage is likely the biggest debt you have. And your home is probably your biggest asset. Shouldn’t it play a key role in your financial plan? Your mortgage needs to be much more than just about the rate. We use your mortgage as the cornerstone to a strong overall wealth plan. As both a mortgage agent and a certified financial planner, we can make this happen.

See articles