Insurance & Investment

Protect what matters most while growing your wealth for the future. Our Insurance & Investment coaching helps you understand your options, make confident decisions, and create a plan that balances security with growth. Whether you’re just getting started or looking to refine your current strategy, we provide clear, tailored guidance that puts your goals first.

We believe that smart investing and the right insurance coverage go hand-in-hand. With the right plan, you can build financial stability, protect your loved ones, and prepare for whatever life brings—without feeling overwhelmed by complex terms or sales pressure.

What We Help

Understanding Investment Options
Learn the pros and cons of stocks, bonds, mutual funds, ETFs, and more—so you can invest with confidence.
Life & Health Insurance Guidance
Find the right policies to protect your family, income, and health—without overpaying or underinsuring.
Wealth-Building Strategies
Discover how to grow your assets steadily through disciplined investing and informed decisions.
Emergency & Long-Term Planning
Create a financial safety net while planning for future milestones like education, home ownership, or legacy building.
Breaking Down the Jargon
We simplify the language of insurance and investing so you can understand your options and make empowered choices.

Education and Training

R

Certified Coach, Trainer, Speaker, John Maxwell Team, March 2021

R

Certified Personalized Management Consultant and Master Coach, September 2016

R

Certified Speaker, The Art of Speech, June 2021

R

ICF PCC certification, Workforce Development and Training, expected completion 2022

R

Licensed Life Insurance Agent (LLQP) – Ontario, Canada

Free Resource 5 Steps to Financial Clarity

Easy-to-follow
steps

Designed by experienced financial coaches

Instant download, no strings attached

BOOK A MEETING

Let’s talk about your goals and how we can help you reach them.