Helping individuals and business understand their blind spots when it comes to living benefits like accident and sickness Insurance.

As an independent planner, I represent Canada's leading insurance, investment and mortgage companies. Accordingly, because my planning practice is not governed by exclusive or captive sales arrangements with any given company, I am free to make objective, un-biased recommendations that always put your needs first.Being independent means I have access to integrated technology designed to analyses your needs and build a financial security and investment plan that's specifically tailored to you. Through technology and computer-based tools I can help illustrate how a well-balanced plan can help you achieve your goals.

Financial Coaching

At la Capitale Financial Security, we are a leading provider of income Protection for self employed and small business owners.Our unique program could provide you wth the following protection*Income replacement from day 1*lifetime income*24hours, 365 days protection anywhere in north America and lots morelet us become your trusted Provider.SINCE 1971

• Analyzing financial needs of clients and recommending the proper insurance coverage • Analyzed customers’ accounts and recommended the appropriate payment structure • Worked with a diverse client base and helped them understand the credit rating system