A financial professional for Wasaga Beach.

Wasaga Beach is the world's longest freshwater beach and a town of its own: tourism workers, young families, and retirees choosing the Bay life. Seasonal rhythms and small businesses need planning that fits real life. I serve Wasaga Beach families virtually.

Serving Wasaga Beach and Simcoe County by phone and video.

In Wasaga Beach, as across Simcoe County, a good plan usually starts with three things: protection for the income everything else stands on, savings that survive a slow month, and disability finance done properly when a family needs it. What makes Wasaga Beach its own case is the mix: shoreline life and seasonal work in the household mix. From my home base in Carleton Place, I work with Wasaga Beach families by phone and video. The checkers on this site are free, the first conversation is free, and there is no pressure to become a client.

What I help Wasaga Beach 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 Wasaga Beach?

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 Central Ontario: the Areas Served hub lists every community we serve. The regional centre page is Barrie, and the nearest full local guide is Newmarket.

Nearby communities: Financial planning in Collingwood.

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.