Since 1998, I have helped my clients build diversified investment and insurance portfolios. My assistant Lisa Lirette joined me in 2007, bringing with her over 20 years of experience in financial services. I am a proud member of Advocis and Million Dollar Round Table (MDRT), a premier association of financial professionals. I am also a member of the Kiwanis Club, past president of the Boys & Girls Club of Moncton and provide marketing assistance to the Dieppe Commandos hockey club.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

• Salary or income, investments and insurance amounts
• Pension and registered savings information
• Assets and debts
• Financial information for any business you own

Critical Illness
We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Find out more