Able to handle all of your insurance needs, she is particularly passionate about building a plan that will allow her clients to continue to live independently. Living benefits have been key elements of her business for many years. A developing focus of her practice is in the area of elder and estate planning. Cheryl is a Certified Health Insurance Specialist (CHS) and Elder Planning Counsellor (EPC).
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate — from the time of application to the timely delivery of a claim cheque.