From Loonies to Toonies, We Make Money Management Simple

Simplifying Finances, One Loonie at a Time.

Create your Free Financial Roadmap over Zoom and Take Control

Does your financial plan feel like trying to build IKEA furniture without the instructions? Saving, spending, and managing debt can feel like a DIY project gone wrong—especially when you throw in confusing investment options and long-term goals. Who has time for all that when life keeps throwing bills your way?Good news: You don’t need to figure it all out alone. I’ll help you decode the financial jargon, map out a plan for retirement, and make sure your family’s future (and your kids’ education) is on solid ground. Let’s turn your financial confusion into confidence—because you deserve a money plan that works as hard as you do!

Overwhelmed by Financial Uncertainty?

Your Financial Guide to Stability and SuccessI’m Andrew, a licensed financial advisor with years of experience. Helping individuals and families achieve financial security. I specialize in guiding people like you! Navigating complex financial decisions and planning for a prosperous future.When I had my first child, my father sat me down and said, “Now that you have a family, it’s time to take responsibility.” He told me to get life insurance to protect my family, in case something happened to me. And to start saving for a “rainy day,” and to plan for retirement and my children’s future education. That conversation changed how I viewed my finances. I understand the stress of not knowing where to start, and that’s exactly why I’m here to help you today.How I Can Help You:

Your Personalized Plan (No Cookie-Cutters Allowed!)

Forget cookie-cutter plans! We’ll build a financial roadmap that’s tailored to your life—balancing saving, managing debt, and crushing those future goals. It’s all about making your money work for you, without squeezing into a one-size-fits-all solution.

Investments Made Simple (No Degrees in Rocket Science Needed!)

Say goodbye to confusing financial jargon! We'll break down complex products and investments into bite-sized pieces that actually make sense. You’ll feel confident and in control—no rocket science or sleepless nights required.

Your Family’s Future—Mapped Out and Ready to Roll!

From planning a retirement you’ll love to making sure your kids’ education is covered, we’ll create a rock-solid strategy. Together, we’ll secure your family’s financial future, so you can focus on living your best life—stress-free.

  • I’ll work with you to create a customized financial plan. That balances saving, debt management, and future goals.

  • I’ll simplify complex financial products and investment options. That gives you clarity and confidence.

  • I’ll help you map out a strategy for securing a strong retirement. And ensuring your children’s education is covered.

  • Together, we’ll ensure you and your family’s financial future is safe and secure, so you can live with peace of mind.

I’ve been where you are, and I know the challenges firsthand. My job is to provide trusted guidance and create a clear path to financial stability. Let’s take the uncertainty out of your financial future—together.

Why Work With Me?

Financial Peace of MindWith my guidance, you’ll gain control over your financial situation and develop a sense of security.

Customized Financial SolutionsYou’ll receive tailored advice that fits your unique circumstances.

Long-Term Financial SecurityYou’ll be able to protect your family, eliminate debt, and work towards financial independence.

Your Action Plan for Financial SuccessStep 1: Schedule a Free Zoom Consultation
The first step is simple—book a Zoom call with me. This is where we’ll get to know each other. Discuss your financial goals, and address any pressing concerns. It’s an easy, no-pressure way to start taking control of your financial future.Step 2: A Personalized Financial Roadmap
Once we’ve met, I’ll create a customized plan based on your unique needs. We’ll look at your current financial situation, your goals, and outline a clear path forward. This includes everything from managing debt and protecting your family. To building your investments and securing your retirement—all in a way that makes sense for you.Step 3: Achieve Long-Term Financial Success
By working with me, you’ll experience real transformation. You’ll feel more confident in your financial decisions, and have a solid plan for the future. You'll be on the path to achieving financial security and independence. Imagine the peace of mind knowing your family’s future is secure. Your debts are under control, and your retirement is planned. Let’s make that happen!

FAQ

I work with you to create a customized financial plan that balances paying down debt while building savings for future goals. Together, we’ll use strategies like debt stacking and smart investing to ensure you're eliminating debt faster while also saving for important milestones like retirement, children’s education, and emergencies. This approach gives you control over both short- and long-term financial stability.

I provide more than just financial products—I offer personalized education and a step-by-step plan to help you understand and take control of your finances. With years of experience and a deep understanding of financial challenges, I walk with you through the entire process, ensuring your plan fits your unique goals. I also know firsthand how important financial security is, and I’ll use my own journey to help you achieve the peace of mind that comes with smart financial planning.

No, the goal isn’t to turn your life upside down, but to create a plan that fits into your current lifestyle while helping you achieve your financial goals. I’ll work with you to make gradual, manageable adjustments to your spending and saving habits, so the process feels doable and sustainable. It’s all about balance and long-term success without unnecessary stress.

While every situation is unique, many clients begin to see improvements within the first few months as they implement their tailored financial plan. The bigger, long-term results, like eliminating debt or reaching specific savings goals, depend on your circumstances and commitment to the plan, but you'll feel the positive impact as soon as we start. We’ll track your progress regularly to ensure you’re moving steadily toward your goals.

Get Started & Take Control of Your Financial Future Today!

Let’s work together to eliminate financial stress, protect your family, and achieve your long-term goals.

Our Services

We provide a wide range of financial and insurance solutions tailored to meet your individual needs. Whether you're protecting your family, planning for the future, or securing your assets, our team is here to guide you every step of the way.

Term Life Insurance

Ensure your family is financially protected with affordable term life insurance. This essential coverage provides peace of mind, offering security for your loved ones in the event of the unexpected.

Investments

Build and secure your financial future with smart investment options:

  • RRSPs (Registered Retirement Savings Plans): Save for your retirement with tax-deferred growth.

  • TFSAs (Tax-Free Savings Accounts): Grow your investments tax-free and access your savings when you need them.

  • RESPs (Registered Education Savings Plans): Plan for your children's education with tax-sheltered contributions.

  • RDSPs (Registered Disability Savings Plans): Secure financial support for individuals with disabilities.

  • Non-Registered Accounts: Flexible investment options without contribution limits.

Living Benefits

Prepare for life's challenges with a variety of living benefits that provide financial protection in times of need:

  • Disability Insurance: Income protection if you’re unable to work due to injury or illness.

  • Critical Illness: Lump-sum payments to help you recover without financial worry.

  • Medical Benefits: Comprehensive coverage for healthcare expenses.

  • Travel Medical: Protect your health while traveling abroad.

  • Business Overhead Expense: Ensure your business continues to operate if you're unable to work.

  • Accidental Death & Dismemberment: Coverage for severe injuries or accidental death.

  • Dental Benefits: Affordable coverage for dental care.

  • Fracture Accident: Protection for costs related to fractures and other injuries.

ID Theft Protection

Guard your personal information with comprehensive identity theft protection services. We help secure your identity and offer support in restoring it if compromised.

Mortgages

Whether you're buying your first home or refinancing, we provide competitive mortgage solutions tailored to your financial situation. Let us help you achieve your homeownership goals.

Legal Services

We offer access to Pre-Paid Legal Services of Canada, providing legal advice and representation when you need it most. Protect your rights and ensure peace of mind with convenient, prepaid legal coverage.

Home & Auto Insurance

Safeguard your most valuable assets with reliable and affordable home and auto insurance. Protect your home, vehicles, and belongings with coverage that fits your needs.

Why I Do What I Do

At the heart of everything we do is a deep desire to help people achieve financial success. I understand firsthand how overwhelming finances can be. When I was struggling to figure out how to get ahead, my father gave me advice—he told me what I needed to do: get life insurance, save for retirement, and plan for the future. But he didn’t give me a roadmap on how to get there. I had to figure it out on my own.That experience shaped my passion for helping others. I’m in the financial industry because I want to make the path clearer for people, ensuring they get the guidance I didn’t have. My goal is simple: to help you protect your family, secure the retirement you want, and navigate the entire financial journey from A to Z.

Our Approach: Education First

I don’t believe in hard sales. People know what they want. What they need is clear, practical information to help them get there. That’s why my approach is rooted in education. I’m here to provide you with the tools and knowledge you need to make informed decisions about your finances, so you can confidently build the future you envision. When you work with us, you’ll receive thoughtful, personalized guidance every step of the way, with no confusion or pressure—just a clear roadmap to your goals.Let’s work together to simplify the complex and put you on the path to financial security.

The Loony Loonie

Term life insurance and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada. Mutual Funds offered by PFSL Investments Canada Ltd., mutual fund dealer. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds and segregated funds. Please read the prospectus or information folder before investing. Mutual funds are not guaranteed. For segregated funds, other than the guaranteed maturity value and the guaranteed death benefit, the amounts you receive under your contract are not guaranteed. Mutual fund and segregated fund values change frequently and past performance may not be repeated. Head Office: 6985 Financial Drive, Suite 400, Mississauga, ON L5N 0G3 | 905-812-2900