So glad you are here!
Before you begin exploring this site, let me tell you a little bit about myself and how I can be of help to you.
I am an Insurance Broker and handling life insurance and investments is my forte.
If you are in search of a Financial Advisor to guide you through the intricacies of financial management, you just may be at the right place. I could help you with your Estate planning and wealth preservation. This could be done through placing life insurance coverage for you and your family and also picking the right investment opportunities to further advance your finances. I am well suited and enthusiastic to answer any questions or address any concerns you may have in regards to this area, and I am happy to share my knowledge and experience with you in a way that is professional and easy to understand.
Currently, I hold the Insurance designation called Chartered Insurance Professional (also known as CIP) with Insurance Institute of Canada. I also have Canadian Risk Management (CRM) designation issued by Global Risk Management Institute.The knowledge gained from both these designations backs me up greatly in helping me serve others in a way that is recognized nationally. Because of these designations, I am able to assist you with all of your home and auto insurance needs as well.
I also carry appropriate license to practice my business in Financial management so you can rest assured that my expertise will be a great asset to realizing and achieving your financial independence.
Thanks to my experience working in a bank environment previously, I have acquired a great deal of knowledge and hands on experience in finance related matters. While my expertise is in insurance, thanks to the experiences I have had partnering with financial institutions you can rest assured that this area is not foreign to me.
Developing positive and professional relationships with various automotive makers has been a goal as I have worked as a car reviewer. This includes handling reviews and insurance needs for motorcycles, cars, snow mobiles, and even ATVs.
And last but not least, before you think I am all work and no play, I have enjoyed creating and running the parenting and lifestyle blog, A Momless Mom! It is a site I designed to help other mothers and parents with lifestyle tips, frugal recipes, crafts, family and parenting matters, and a great deal more. It has been a labor of love for me, and a great outlet for my creativity and desire to help and connect with others.
Thank you for taking the time to get to know me a little bit better, I look forward to getting to know you too! 🙂