A financial professional for London.

London is southwestern Ontario's backbone: hospitals, a great university, manufacturing, and families who do things properly. Nurses and skilled tradespeople, young professionals buying first homes, parents thinking about RESPs. I help London families get the fundamentals right: protection, savings, and a plan, all in plain English.

Serving London, St. Thomas, Woodstock, and southwestern Ontario by phone and video.

London is the region's anchor, and its families plan like it

London calls itself the Forest City, and it works as southwestern Ontario's anchor: Western University and its research community, a hospital network that serves patients from across the region, manufacturing and food processing, and an insurance and finance sector with roots here going back generations. Families drive in from farm country and smaller towns for specialist appointments, and London households themselves span every kind of work, from hospital shifts and lecture halls to plant floors and family farms at the city's edge. It is a city that likes things done properly, and its financial questions tend to be thorough ones.

Because London is a regional healthcare hub, a lot of local families meet the disability system early and personally. Parents whose kids are seen at the children's hospital, adults whose care runs through the regional centres: for all of them, the Disability Tax Credit and the RDSP are federal programs worth understanding properly, and they are chronically underclaimed. The other London pattern is the professional household: two good incomes, a house in an established neighbourhood, kids headed for RESPs and then Western or Fanshawe, and a lingering sense that the pieces were bought one at a time and never assembled into one plan.

My role for London families is the assembly. Protection, savings, disability programs, and estate basics, explained in plain English and arranged in the order that actually matters. I work entirely by phone and video from Carleton Place, which suits how London families already handle half their lives across distances in this region. The first conversation is free, unhurried, and educational: you will leave understanding your own situation better whether or not we ever do business.

What I help London 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 London?

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.

London questions I hear most

Common questions

Explore the region

Explore Southwestern Ontario: the Areas Served hub lists every community we serve. This page is the regional centre for Southwestern Ontario, and the nearest full local guide is Brantford.

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.