A financial professional for Grey Highlands.

Grey Highlands is Flesherton and Markdale: the highlands of Grey County, Beaver Valley country where the escarpment cuts through farm and forest alike. Seasonal work, trades, farming, and a growing number of remote workers all share these roads. From Carleton Place I serve Grey Highlands by phone and video with the same education-first approach I bring everywhere: free checkers, free first conversation, and no jargon you have to decode later.

Serving Grey Highlands and Grey County by phone and video.

The planning questions in Grey Highlands are the Ontario questions: what happens if an income stops, what the workplace plan really covers, and whether a child with a disability is getting every dollar the Disability Tax Credit and the RDSP offer. What makes Grey Highlands its own case is the mix: farm income and seasonal work in the household mix. I am based in Carleton Place and serve Grey Highlands by phone and video, evenings included. Start with the free checkers on this site, then book a free conversation when you are ready.

What I help Grey Highlands 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 Grey Highlands?

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.

Common questions

Explore the region

Explore Southwestern Ontario: the Areas Served hub lists every community we serve. The regional centre page is London, and the nearest full local guides are Barrie and Guelph.

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.