A financial professional for Oshawa.

Oshawa is Durham's engine: auto workers, healthcare professionals, and Toronto commuters building real lives in a growing region. Manufacturing roots, modern ambitions, and families who want honest answers about money. I work with Oshawa and Durham families virtually: education first, zero pressure.

Serving Oshawa, Whitby, Ajax, Pickering, and Durham Region by phone and video.

Oshawa works hard and is building something new

Oshawa will always be an auto city: General Motors built its Canadian home here, and generations of families have measured their lives by plant shifts and the pride of building what the country drives. The city around that heritage has diversified: Ontario Tech University and Durham College bring thousands of students and staff, Lakeridge Health's Oshawa hospital serves as the regional centre for Durham, and the GO station at the end of the Lakeshore East line ties the whole city to Toronto's job market. North Oshawa's subdivisions fill with young families doing the Durham math: more house, more yard, a commute they can live with.

The money questions follow the mix. Auto and manufacturing families ask about topping up union benefits honestly, and about planning for an industry that has taught everyone here what a layoff notice looks like. Commuter families ask about protection sized to the mortgage and the long drive, and what one income pausing would do to the plan. Healthcare workers ask about the gap between hospital group coverage and real life. And students becoming professionals ask how to start: first TFSA, first insurance, first plan that is theirs rather than their parents'.

Durham families raising a child with a disability get the same federal programs as everywhere in Canada, the Disability Tax Credit and the RDSP, and the same chronic problem: nobody hands parents the guide. I am that guide, by phone and video, in plain English, with the first conversation free and the patience to do it properly.

What I help Oshawa 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 Oshawa?

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.

Oshawa 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 Whitby and Clarington.

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.