A financial professional for Loyalist.

Loyalist is Amherstview and Bath: Kingston's western neighbours on Lake Ontario. Affordable, community-minded, and growing: the right plan here goes a long way. I help Loyalist families protect what matters and plan with confidence, in plain English.

Serving Loyalist and Lennox and Addington County by phone and video.

The planning questions in Loyalist 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 Loyalist its own case is the mix: shoreline life and seasonal work in the household mix. I am based in Carleton Place and serve Loyalist 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 Loyalist 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 Loyalist?

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

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.