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Areas of expertise include: Employee Benefits, Estate Planning & Financial Planning. We all have unique requirements. I provide expert and impartial advice to meet your needs today and in the future. Together we look at the big picture, your current situation and your individual goals. Then, we develop a sound, structured plan with the proper tools and resources, in order to meet those expectation
12/16/2024
Wishing you and your family a Happy Holiday - https://conta.cc/3ZPeQi3
05/28/2024
Didn't receive my May e-news in your In Box? Read it here - https://conta.cc/3UUAvBH
The Latest News for You - May 2024 Check out the three articles in this month's e-newsletter May 2024 Dear Heather, It feels like summer - long, warm days and the Victoria Day long weekend has come and gone. Check out the three article
01/29/2024
Phishing and Fraud
Scammers are getting more sophisticated. In the past 3 weeks, I have had a number of texts, phone calls and emails posing as my “bank”.
In “Ye olden days”, you could differentiate the scammers from the real companies easily. The logos were not quite “right” and the language was not perfect. Not true any more.
Do NOT take anyone’s word as true. If it is a text or email do NOT respond. Choose another means of checking that this is really from the presumptive sender. In my case I called the banks’ 1-800 number on my bank card. If it’s a phone call, tell them that you will need to call them back and call the the banks’ 1-800 number on your bank card. ALL of the approaches to me were scammers.
Please protect yourselves.
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1881 Steeles Avenue West, # 143
Toronto, ON
M3H0A1
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
