I create comprehensive financial plans to define objectives, establish goals, and implement a long-term strategy to achieve those goals. I do so in an easy-to-use and understand format that simplifies my clients' financial lives. I personally create customized investment portfolio's to correspond to the financial plan we have created. Over time, I work with clients regularly to monitor and modify their plans and portfolios to reflect changes in their goals and in the markets.About Masters Insurance | Financial Family, hard work and commitment to community are at the core of Masters Insurance | Financial. Opened in 1966, the humble beginnings of a family business began with four founding partners. Today, Masters Insurance | Financial has become one of Canada's largest, most trusted, full-service brokerages. We have cultivated expertise in construction, commercial and personal insurance, group benefits and financial planning services.