A financial professional for Newmarket.

Newmarket is York Region's steady heart: Southlake hospital workers, Main Street small businesses, and families who chose community over the downtown commute. Nurses, tradespeople, and professionals who do things properly. I help Newmarket families get the fundamentals right, every conversation free.

Serving Newmarket and the York Region by phone and video.

Newmarket chose community, and plans like a community

Newmarket is York Region's original town and still its administrative heart: the regional offices are here, Southlake Regional Health Centre anchors healthcare for a wide area, and historic Main Street holds the small town feel that the subdivisions around it grew to join. Upper Canada Mall and the Yonge Street corridor carry the retail jobs, the GO station and the 404 carry the commuters, and neighbourhoods like Glenway and Stonehaven carry the established families who came for exactly what Newmarket advertises: community over commute. Teachers, nurses, municipal staff, tradespeople, and professionals share the same Tim Hortons lines and the same money questions.

Those questions have a steady, long horizon flavour here. Southlake staff and public sector workers often hold good benefits that still leave the familiar gaps: disability definitions worth reading, coverage ending at retirement, and nothing in place for a spouse in the private sector. Established families ask about consolidating a decade's worth of accounts and policies into one understood plan. Parents ask about RESPs with the same seriousness their kids' report cards get. And a growing number of Newmarket caregivers, adult children supporting parents nearby, ask how to plan around care work that never appears on a pay stub.

For families here with a disabled child, the DTC and RDSP are federal constants in a town built on local institutions, and they belong in the plan from the start. I serve Newmarket by phone and video from Carleton Place, matching the pace of the families I meet here: thorough, unhurried, and pressure free. The first conversation is always free.

What I help Newmarket 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 Newmarket?

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.

Newmarket 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 Aurora and Markham.

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.