IAB & Associates Financial Sol.
Languages spoken: English, Spanish
Trustworthy advice you can count on
Financial planning to support your needs
Financial education is very important. My team and I are passionate about helping Canadians achieve lifetime financial security and live better and healthier lives. Being a part of your financial success story is the reason I love being an advisor. Our Client driven practice and experience allow us to provide customized financial solutions to professionals, business owners, pre-retirees, retirees, and families in any stage of their life. I work in alliance with two other financial planners as part of our financial planning practice to support Client’s needs.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Let's work together
My team and I will work together to understand your needs and goals. We’ll develop a customized plan that will help you make the right decisions and reach your financial goals. I am a holistic CERTIFIED FINANCIAL PLANNER® who focuses on:
- wealth accumulation that include RRSPs, TFSAs, RESPs, non-registered savings plans and pension plans,
- wealth protection through the right mix of insurance products that protect you and your family when the unexpected happens,
- retirement income planning for pre-retirees and retirees,
- investment planning through GIC’s, mutual funds, annuities, and segregated funds,
- legacy and estate planning,
- portfolio analysis and
- workplace benefits and group pension plans for business owners.
Our office is conveniently located in Richmond Hill, Ontario in the Greater Toronto Area (GTA).
Let’s talk about how we can help you get on the right path to lifetime financial security. Contact our office to book your appointment today!
Stay informed
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Office information
