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
Certified Coach, Trainer, Speaker, John Maxwell Team, March 2021
Certified Personalized Management Consultant and Master Coach, September 2016
Certified Speaker, The Art of Speech, June 2021
ICF PCC certification, Workforce Development and Training, expected completion 2022
Licensed Life Insurance Agent (LLQP) – Ontario, Canada




Free Resource 5 Steps to Financial Clarity
Easy-to-follow
steps
steps
Designed by experienced financial coaches
Instant download, no strings attached