Financial Advising & Investments

I can help you choose the investment that works for you and your family

Regardless of where you’re at in your life, either just starting out, or well into your career, it’s important to have a plan and understanding of how you are going to put your money to work for you. At first you might not have a lot of discretionary income, but you can still use it to your advantage. If you have significant assets, let’s make sure they’re working for you!

I will assist you in choosing the right mix that meets your needs. Whether you are saving for a house, your child’s education or planning your retirement the process is the same. Your choices may include:

mortgage insurance alternative

Registered and Non-Registered Options

  • Segregated Funds that provide creditor protection, capital preservation, probate and legal fee protection, death benefit guarantee that you assign beneficiaries.
  • Fixed-Income investments, such as bond, mortgage-backed securities, GIC’s, money market and more.

Registered Investments

  • RSP – Retirement Savings Plan
  • RIF – Retirement Income Fund
  • RESP – Registered Education Savings Plan
  • LIF – Life Income Fund
  • LRIF – Locked-in Retirement Income Fund
  • LIRA – Locked-in Retirement Account
  • RLIF – Restricted Life Income Fund
  • RLSP – Restricted Locked-in Savings Plan

Non Registered Investments

  • Segregated Funds
  • Money Market Holding Accounts
  • GIC’s
  • TFSA – Tax Free Savings Account

Kris Helps Your Money Make Money

The ROI Exceeded My Expectations

As my father’s Power of Attorney, you guided me towards a seg fund product provided by Manulife and I never had to look back. The principal was safeguarded and the rate of return was surprisingly high. This was without a doubt a worthwhile effort and investment. Your leadership and guidance throughout this process made if very easy. Later as Executor, I was proud of the way I was able to protect my father’s finances that he laboured so hard to acquire.
Carl Scott
Retired Chief of Niagara Park Police

Trusting Kris is the Best Decision

I’ve known Kris for many years due to her involvement with community events and networking. Not only does she have a heart of gold but her business savvy have me every reason to refer clients, friends and family for their investment and insurance needs.
With the sale of my house it was an easy decision to trust her with my retirement. Not only have my investments outperformed my expectations but I made the decision to give her an additional large sum for her to grow and keep safe.
If your wealth needs protecting or growing, trusting her is the best and only decision you can make.
Luc Trahan
Sales Representative
Coldwell Banker The Real Estate Centre, Brokerage

Estate Planning Investment

It has been a pleasure working with Kris for the past 10 years. She has provided us with investments that have paid us a guaranteed yearly amount like a pension and allowed my husband and I the comfort of knowing that should we die our money will go to our beneficiaries in a timely manor. A great estate planning investment!
Jan Dellio

Talk To Kris And Discover Your Insurance Options

Whether you think your situation is straight forward or complex, you may be surprised by the insights and solutions Kris brings to the table. No cost. No obligation. Just a conversation to explore your options. Certified EPC and CICEA to work with Seniors and Executors.

Yes, Let’s Talk!