Are you feeling overwhelmed with your finances?
You're not alone. Financial planning is one of the most important things you can do for yourself - it ensures you're prepared for any situation that comes your way. That's why I offer a wide range of services, from insurance to investment advice.
I want to help make your life easier and less stressful when it comes to managing your finances.
Download my guide to learn how to choose the right financial planner for your needs.
Over 20 years' experience providing information and guidance, so your hard earned money is protected now and for the years to come.
At Safe Harbour, we provide more than just a financial plan, we create peace of mind. I do three things: Investments, Insurance and Strategies – growing, protecting and transferring wealth as tax efficiently as possible. This career path chose me, through my own life experience I wanted to empower others to make wise financial decisions. Life can be a complex, overwhelming journey, I understand as I've been there in my early years as a single mom. The strategies I create give my clients a roadmap so they can be confident about their future. I've helped my clients build dreams and we've made them realities together.
Corporate Experts
Our office has access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. Our office is supported by a team of over 20 CPAs, lawyers and other specialists across Canada.
our Process
Several Strategies Include
- Cascading Life Insurance Strategy
- Asset Protection
- Insured Retirement Strategy
Tax-efficient way to accumulate and transfer wealth across multiple generations.
Potential creditor and liability protection could make segregated fund investments an excellent choice for business owners as well as the ability to lock in market gains and bypass probate and public record.
Fixed income investment with returns guaranteed for life structured to result in higher after-tax cash flow compared to a fixed investment with a separate insurance component to preserve the original estate capital.
Investing can seem complicated, but I'm here to simplify things for you. With my help, you can feel confident about your finances and achieve the future you desire.
