A financial professional for Quinte West.

Quinte West is home to CFB Trenton: military families who move every few years and need coverage that moves with them. Frequent postings make personal, portable protection more important than ever. I serve Quinte West's military and civilian families virtually, wherever the next posting takes you.

Serving Quinte West and Hastings County by phone and video.

Life in Quinte West, and the money questions that come with it

Quinte West is home to CFB Trenton, one of the largest air force bases in Canada, and the city wraps around it: Trenton, Frankford, and the Murray Ward villages, with military families on one street and civilian families who have been here for generations on the next. Postings shape everything about money in a military household. A family can be building a life here and be gone to another province in three years, and any plan that cannot survive a moving truck is not much of a plan.

Portability is the planning word in Quinte West. Coverage you own personally moves with you; coverage tied to an employer or a posting does not always keep up. Military families ask about topping up group coverage with protection that stays put through postings and through the transition out of uniform, and about keeping savings and RESPs on track while addresses change. For a child with a disability, the Disability Tax Credit and an RDSP are federal and fully portable, and the grants and bonds, up to $90,000 over a lifetime, keep accumulating no matter where the next posting lands.

I serve Quinte West's military and civilian families by phone and video from Carleton Place, which means the relationship survives every posting: when you move, the plan and the person come with you, and we adjust by video from wherever you land. Start with the free checkers on this site, then book a free conversation. Education first, no pressure, and paperwork handled digitally at every step.

What I help Quinte West 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 Quinte West?

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.

Quinte West questions I hear most

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 guides are Belleville and Peterborough.

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.