About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Kirsten is part of our wealth team. She handles quality control and is our wealth team coordinator.

Kimberli handles Client records and existing Client updates as well as change processing.

Arwen handles our reception and is our appointment booking coordinator.

Caroline is part of our insurance team. She services existing insurance Clients for all required changes and assists in insurance team direction and planning.

Jean is part of our wealth team. She assists in servicing and managing wealth Clients with Bruce Kindrat.

Melissa is part of our insurance team. She works with Clients from application through approval of all insurance sales for the FCI Team.

Kayla assists in servicing and managing wealth Clients with Jesse Braun.

Let’s work together

Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by: 

• Understanding your goals and helping you make the most of your savings and contributions 
• Providing investment strategies designed to help maximize your money 
• Protecting you and your family with insurance solutions that fit your needs 
• Converting your lifetime savings into retirement income when you’re ready

Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.

Let’s work together

Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by: 

• Understanding your goals and helping you make the most of your savings and contributions 
• Providing investment strategies designed to help maximize your money 
• Protecting you and your family with insurance solutions that fit your needs 
• Converting your lifetime savings into retirement income when you’re ready

Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.

Let’s work together

For your long and short-term goals, I’ll provide customized investment solutions to help you build lifetime financial security. From a simple budget to complex strategies, I can help you with your wealth management plan by: 

•  Understanding your goals and helping you make the most of your RRSPs, TFSAs, or RESPs 
•  Growing your investments through GICs, mutual funds or segregated funds 
•  Converting your lifetime savings into retirement income when you’re ready through annuity products, RRIFs or LIFs.

We’ll work together to prepare for the unexpected and take advantage of new opportunities – throughout your life. 

Let’s work together

Whether you’re starting a new venture or looking for ways to grow your business, I can help provide holistic strategies to meet your needs. I’ll help you protect yourself, your partners, employees and your family by: 

•  Discovering the right mix of insurance and investment strategies that meet your goals 
•  Identifying risk management solutions and tax strategies, so you can run your business with peace of mind knowing it is secure 
•  Understanding your needs of today, while building for the future and planning for succession. 

Let’s work together

For your long and short-term goals, I’ll provide customized investment options to help you build lifetime financial security. From a simple budget to complex strategies, I can help you with your wealth management plan by: 

•  Understanding your goals and helping you make the most of your RRSPs, TFSAs, or RESPs 
•  Growing your investments through GICs, mutual funds or segregated funds 
•  Converting your lifetime savings into retirement income when you’re ready through annuity products, RRIFs or LIFs.

We’ll work together to prepare for the unexpected and take advantage of new opportunities – throughout your life. 

Your Next 3 Steps

Whether you’re just starting out and looking for budgeting tips or thinking about retirement – I’m here to help. As a CERTIFIED FINANCIAL PLANNER®, I’ll work with you to: 

•  Understand your goals and balance your short- and long-term needs 
•  Develop a holistic financial plan that provides the right mix of income, savings and insurance protection solutions to help you meet your desired lifestyle now and in retirement.

We’ll work together to create a personal financial plan. I’ll help you prepare for the unexpected and take advantage of new opportunities – throughout your life. The large view can be intimidating, I am here to break it down into easily achievable steps. Together, we will build a roadmap to help you build lifetime financial security and I will be there to walk along with you as you take your Next 3 Steps.