Let’s Connect & Protect Your Future

I start with a simple conversation to understand your needs, then recommend tailored options that fit.

Not at all. I’m happy to connect by phone, video call, or email—whatever works for you.

Yes, always. I offer a free, no-pressure consultation to help you explore your options confidently.

That’s perfectly fine. I can review what you have and help you optimize or fill any gaps.

I’m based in Calgary, but I proudly serve clients across Alberta, BC, and even the U.S.