When it comes to your financial needs and goals, one size rarely fits all. That’s why we offer products and services from over 40 trusted providers.

Products & Providers

Debt Management

Debt is the number one reason that people do not get ahead financially. It is the cause of most problems in life, marriage and more. We can help you with budgeting, pay down strategies and more. If those strategies are not sufficient, we can also refer you to a company that specializes in reducing debt obligations.

Retirement Strategies

A key to any financial strategy is preparing for retirement. We’re able to offer people a variety of options to help them prepare for their leisure years.

Insurance Protection

The most important part of preparing for the future is protecting it. We help clients prepare for uncertainty, especially in these times. We have products that can help you protect the life you’ve built. From life, critical illness and disability to home, auto and business, we have you covered.

Education Funding

Whether preparing to send the first – or fifth child to college, many families can benefit from the help of a financial professional.

Legacy Strategies

Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.

Business Solutions

Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business. As a licensed financial professional, we can offer a variety of products and services to help them meet these needs.

Here are some links you may find useful

For Entrepreneur Bookkeeping & Cleanup.

An Edmonton based company specializing in helping small businesses run as efficiently as possible. Holden Entrepreneur Services Ltd. offers an advanced bookkeeping service that includes historical data cleanup, payroll, internal financial reporting, Quickbooks setup/training and more.

Money Make Over

Everyone loves makeovers. So what about one for your money?
A great place to start your Money Makeover is with the 6 Steps to Financial Independence. Let our tips help you create a new you! Click the link below to find out more!

How Money Works?

43% of Americans can’t answer the most basic questions about how money works. Take the short quiz to see how you measure up.

Money Sense

A great resource for Canadians that want to learn more about general financial systems and fundamentals about saving and investing money.

Financial services can be confusing so that’s why I’m here to help! Feel free to contact me with any questions you may have regarding financial services.

Self Serve Options

Home & Auto Quotes

AON Home & Auto

Personal Life Insurance

Personal Life insurance through our partners at Canadian Protection Plan

Health & Benefits Quotes

AON Health & Benefits

For my American friends, get in touch with me and I can connect you with one of our licensed associates south of the border.