Services encompass an inclusive approach to finance, focusing on long term, personalized insurance strategies, providing a personalized working plan for financial security.

• Life Insurance: term and whole life,
• Critical Illness Insurance,
• Disability Insurance
• Group plans – Medical/dental plans (a group in 3 people and up)
• Expanding on the differentiation between insurance needs and wants
• Cost effective insurance protection program from Canada’s top providers.
• Full, honest and unbiased disclosure for all recommendations
• Assisting children plan for the financial means to a higher education• Corporate Strucures Shareholders
• Corporate Structure Agreements
• Risk Mannagement Insurnace

 As a professional, independent, Financial Advisor, providing personalized strategies for financial protection for over 16 years, Lynette’s passion is helping her clients build the most suitable protection for their financial goals and security needs. She has assisted a broad cross-section of individuals of all ages and incomes understand their financial pitfalls, interpret the complex plans and avoid over-paying for  peace of mind and risk mitigation.

By providing an extremely valuable service,  part coaching, part logic, people become more successful and less stressed.  It is important to have a basic understanding of how to spend smart – not more, and to have someone who is prepared to take the time to hear you and answer your questions..

Her focus is to service the needs for today, tomorrow and the future of families, the self employed, contract workers and business owners and provide the very best for the very best.

Remember that your most valuable asset is your ability to earn an income, so plan properly.