Contact
Book a free consultation
Pick the time and format that works for you. Phone and Zoom are booked directly through Calendly; in-person meetings start with an email request or phone call. No cost, no obligation, and no pressure to buy anything.
Book a consultation
Choose how you'd like to meet. Phone and Zoom calls are scheduled instantly. For an in-person appointment, your email app will open with the request already written.
Reach me directly
I answer emails and calls personally, usually within one business day.
Where I'm licensed
I write final expense policies for residents of Ontario, based in Ottawa.
Outside Ontario? Send your message anyway and I'll refer you to a licensed advisor where you live.