Here, it isn’t about the sale –
it is about the service.

I am licensed by the Financial Services Regulatory Authority of Ontario (FSRA) to use the Life Insurance Agent designation for the sale of life, critical illness, health, disability, long-term care and travel insurance products. This licensing also covers the sale of segregated funds.

As a Certified Financial Planner^®, I am a member in good standing of the Financial Planning Standards Council (FP Canada) who authorize the CFP^® designation and I am also a member of the International Financial Brokers (IFB) of Canada, a not-for-profit association representing independent financial service professionals. I am governed by the FP Canada & IFB Codes of Conduct and by the laws and requirements of the Province of Ontario.

I am also licensed by the Registered Insurance Brokers of Ontario (RIBO) to sell home, auto and commercial insurance.