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Portfolio Strategies Corporation; other products and services are provided through Momentum Capital ManagementYour MoneyHow do you treat money Employment earnings are an important part of your larger financial plan with attention to income taxes paid. You budget on paper, or in your head, specific amounts for monthly expenses and for savings/investments.
Gordon & McLeod LLP are ready to help you with your legal needs today. Their qualified staff is available as legal counselors, attorneys, barristers and even more. They can help in the case of divorce, separation, child custody or family mediation and have the competences to advise you with your immigration questions. They can help in the event of incorporation or contracts and can help in setting up wills and trusts and naming suitable executors. Services provided accommodate your personal injury dealings. Their office can handle your real estate inquiries.
I have been in the insurance industry for 18 years. I have been with Western for 11 years and in that time, I have been a “record breaker” for eight years running. I have investment, estate, and financial planning experience along with Group Benefits, Disability, Life insurance and our other products.
My typical clients range from young couples, growing and changing families, retirees, and business owners, among others.
Customer care is my top priority. I’m always looking forward to meeting new clients and referrals.
I am based in Okotoks but I am in the Kootenays for six months a year with the ability to travel. If you are looking for life insurance in High River, Okotoks, Calgary, Vulcan, Nanton, Taber or surrounding areas in Alberta, reach out to me. I’m also licensed to advise customers in British Columbia, especially in the Kootenay region. I can also help customers with their life insurance in Saskatchewan, Manitoba, Ontario, and Yukon.
I have my Canadian Accredited Insurance Broker (CAIB) and my Certified Health Insurance Specialist (CHS) designations. I am licensed for life, accident and sickness in Ontario, Manitoba, Saskatchewan, Alberta, B.C., and Yukon. I have the general Level 2 personal insurance license for Alberta.
I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team.
Products and services
Ask me about Life insurance, Critical Illness, Disability, Health & Dental as well as investments.
What are segregated funds?
Segregated funds can be described as an investment associated with life insurance. These can be purchased as part of a tax-free savings account (TFSA) or registered retirement savings plan (RRSP). Feel free to reach out to me today to start talking about your financial future.
Mission statement
I help my clients through the insurance process from start to finish. I help my clients design custom plans to fit their unique needs and budget with keeping their best interests up front. Your benefits can range from saving money, getting better and proper protection, and most importantly having peace of mind. I help protect you from the risks of everyday life, recover from the unexpected, and realize your dreams.
About me
Other interests and activities I enjoy include spending time with my spouse, our son and two dogs. We like heading to our lake, enjoying the water with family/friends and going on long hikes.
At Okotoks Eyecare, our ultimate priority is your vision and eye health.We are dedicated to providing
the highest quality, most progressive medical care to preserve or improve your ocular health, and
advanced optical devices to optimize your vision. We constantly strive to provide these services to
you and your family in a warm and caring environment.
Jarvis Randal Law Office offer legal services in Strathmore. Their capable staff is available as defense lawyers, legal counselors, solicitors and even more. They may help in the situation of divorce, separation, child custody or family mediation. Jarvis Randal Law Office has the skills to guide you with your immigration queries. They can help in the case of incorporation or contracts and can help in setting up wills and trusts and naming suitable executors. They can help in the matter of bodily injury claims or receiving compensation for damages and can assist you with reorganizations, liquidations and bankruptcy declarations.
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank. Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance. Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes. Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
Welcome to Scotiabank, a global bank in Canada & the Americas. Get bank accounts, loans, mortgages, & more. Visit us 24/7 with online banking and our mobile app.
Welcome to Scotiabank, a global bank in Canada & the Americas. Get bank accounts, loans, mortgages, & more. Visit us 24/7 with online banking and our mobile app.
Welcome to Scotiabank, a global bank in Canada & the Americas. Get bank accounts, loans, mortgages, & more. Visit us 24/7 with online banking and our mobile app.
Welcome to Scotiabank, a global bank in Canada & the Americas. Get bank accounts, loans, mortgages, & more. Visit us 24/7 with online banking and our mobile app.