A financial professional for Cornwall.

Cornwall is Ontario's eastern border city: bilingual families, Akwesasne next door, and manufacturing workers keeping the St. Lawrence economy moving. Two languages, one river, and money questions that deserve straight answers. I serve Cornwall families virtually, in English and with respect for both cultures.

Serving Cornwall and Stormont, Dundas and Glengarry counties by phone and video.

Life in Cornwall, and the money questions that come with it

Cornwall is Ontario's eastern border city, sitting on the St. Lawrence River with Akwesasne next door and Quebec just across the bridge. It is a bilingual city in the everyday sense: French and English at the same kitchen table, families with roots on both sides of the river, and a working core of manufacturing, warehousing, and public sector jobs keeping the local economy moving. Money questions here deserve straight answers, in plain language, with respect for both cultures that share this city.

The questions themselves are practical. Plant and shift workers ask how their coverage holds up if health changes. Families supporting relatives in two provinces ask how benefits and estates actually work across those lines. And parents raising a child with a disability often have never been told that the Disability Tax Credit can unlock an RDSP carrying up to $90,000 in government grants and bonds, or that the credit can reach back up to 10 years. Those programs are federal, so the rules are exactly the same on the St. Lawrence as anywhere in Canada.

I am based in Carleton Place and serve Cornwall by phone and video. Conversations with me happen in English, and the key disability finance pages on this site, including the RDSP guide and both checkers, are published in French for family members who prefer to read in French. There is no Cornwall office and no sales pitch waiting at the end of a call: the education comes first, the first conversation is free, and you decide what happens next.

What I help Cornwall 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 Cornwall?

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.

Cornwall questions I hear most

Common questions

Explore the region

Explore Eastern Ontario: the Areas Served hub lists every community we serve. The regional centre page is Ottawa, and the nearest full local guide is Kingston.

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.