Business Description
It is my business to help my clients improve their financial security so they can enjoy their lives during both their working years and retirement. I do this by taking clients through a customized planning process that considers individuals' financial situation and goals to provide personalized creative tax-effective solutions.
Co-operators offers insurance products for all your needs: Home-Auto-Life-Investments-Group-Business-Farm-Travel
I have over 20 years experience as a Certified Financial Planner. My additional designation of Financial Divorce Specialist attained in 2007 has given me the expertise to help clients re-organize their finances following major life changes.
