A financial professional for Aurora.

Aurora is where established families land: tree-lined streets, strong schools, and parents thinking seriously about RESPs, estate plans, and what comes next. Comfortable today is not the same as prepared for tomorrow. I work with Aurora families virtually, with honest, unhurried guidance.

Serving Aurora and the York Region by phone and video.

Aurora families have arrived. Now the plan has to deserve them.

Aurora is York Region's established address: the historic Yonge Street core, tree lined streets of long owned homes, the GO station carrying professionals downtown, schools that anchor family decisions, and equestrian properties rolling out toward the Oak Ridges Moraine at the edges. St. Andrew's College has schooled generations here, and the town's households skew toward professionals, executives, and business owners in the consolidation years: incomes strong, kids in or nearing university, parents aging in nearby towns, and a financial life accumulated in layers across twenty years of decisions made one at a time.

Consolidation is the Aurora conversation. Layers of accounts, two employers' benefits packages, insurance bought for a young family's risks and never re-read, and an estate plan that predates the grandchildren: assembling them into one understood structure is worth more than any single product decision. The next stage questions dominate here. University funding done deliberately rather than desperately. Helping adult children toward first homes without quietly endangering the parents' own security, which is the generous mistake I am most often hired to prevent. And planning for the parents' parents, whose care increasingly becomes part of this generation's budget and calendar.

For Aurora families whose child has a disability, the long horizon is the whole story, and it is this practice's specialty: the RDSP building across decades, the DTC kept current, and trusts arranged so a lifetime of care survives the parents. I serve Aurora by phone and video, unhurried and in plain English, and a first conversation, always free, is the right place to assemble the full picture.

What I help Aurora families with

• Life insurance: term, universal, and whole life, matched to your actual life. See the honest comparison.
• RDSP and disability finance: the Disability Tax Credit, the RDSP, and up to $90,000 in government grants and bonds most families never hear about. Start at the Disability Finance hub.
• Investing: TFSA, RRSP, FHSA, RESP, and non-registered accounts built around real life.
• Living benefits: critical illness and disability coverage for the self-employed and single-income households. How critical illness works.
• Business owners: corporate strategies, key person coverage, and buy-sell funding. The business playbook.

Why work with a broker in Aurora?

A broker works for you, not for one insurance company. That means choice across insurers, advice shaped around your life instead of a product shelf, and someone in your corner at claim time, when it matters most. Read the full broker vs agent breakdown.

How it works

Step one: book a free conversation below. Thirty minutes, zero pressure. Step two: we talk through your situation in plain English until you actually understand your options. Step three: you decide, with facts instead of salesmanship.

Aurora questions I hear most

Common questions

Explore the region

Explore the GTA: the Areas Served hub lists every community we serve. The regional centre page is Toronto, and the nearest full local guides are Newmarket and Richmond Hill.

Check what you may qualify for

Before we ever talk, you can check two things yourself, free, right here on this site. The Disability Tax Credit checker asks 7 quick questions and walks through eligibility the way the CRA looks at it. The RDSP checker asks 4 quick questions about readiness, grants, bonds, and next steps. Prefer a one page guide instead? The RDSP Starter Checklist lays out every step to open an RDSP and claim the government money.