Licensed life insurance agent in British Columbia and Quebec, working with Canadian families and incorporated business owners. Double MBA, and a BC real estate licence with Interlink Evergreen Realty — so property inside an estate or a holding company is understood, not worked around.
We can service you 100% remotely from the comfort and safety of your home by voice or video call or we can meet you in person.
Whether you are protecting a young family or an incorporated balance sheet, the first meeting is a needs analysis — what you have, what it has to cover, and what happens if it does not. Only then does any recommendation follow.