Address:
412 Marion Street, Suite 200 Winnipeg, Manitoba R2H 0V5
Languages:
English
Phone:
204-947-1547 ext. 2215
Email:

As life changes, your strategy needs to keep pace to reach your goals. As a Sun Life Financial advisor, I help clients make wise choices to grow their savings and better protect their income and their family. I want to help you achieve your financial goals and dreams. There are many different products to help you get there and I can assist you in making the right choices for you and your family. With over 10 years of experience, I can explain the details of these products in a way that is easy to understand so you can make informed decisions. Married with four children, I enjoy painting, exercise and volunteering in my community. Like many people, spending time with family is important to me. Let's talk today about lifetime financial security.

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

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.