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Financial Planning...securing your family's financial future.

As my business has grown over the years I've found that my clients increasingly look for help with their financial "big picture". I'm delighted to be able to offer clients "one-stop shopping" which ensures that their total financial plan includes the optimal mix of investments, insurance, business, retirement, estate and succession planning. Working in association with independent brokers means that I can offer the best products, the best prices and the best services -- no trade-offs required.

Investments
  • Mutual Funds *
  • G.I.C.'s
  • RSP's
  • RESP's
  • RRIF's
  • LIRA's
  • TFSA's
    		• Insurance
  • Life Insurance
  • Disability Insurance
  • Critical Illness
  • Long Term Care
  • Group & Employee
  • Individual Health
  • Mortgage Insurance
    		• Insurance
    Investments
  • Segregated Funds
  • Annuities
    		• Planning
  • Retirement
  • Estate
  • Business

    • *Mutual Funds are offered through Manulife Securities Investment Services Inc .

    Financial Planning Tips...

  • Take a few minutes to watch these videos about Manulife GIF Select IncomePlus -- see
        both "Taking Income Now" and "Taking Income Later" and I'm sure you'll find it
        to be time well spent! Click here
  • Where can you find the best 1-5 Year GIC rates... Email
        me here and I can give you the most up to date info.
  • Thinking of topping up your insurance coverage? It's more reasonable
        than you think... Read More...

    • ~ Email Lisa or call 519-268-3731 ~
    The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.
    Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Investment Services Inc.
    Manulife Securities Investment Services Inc. is a member MFDA IPC