Navigating today’s milestones, securing tomorrow’s legacy
I help families build lasting financial security by creating personalized plans that bring clarity, confidence, and peace of mind—today and for generations to come.
“Safe Harbour” means a place of protection, stability, and peace of mind—exactly what we aim to provide.
At Safe Harbour Financial, we offer tailored financial strategies for incorporated professionals, realtors, and those preparing for or enjoying retirement. As a boutique advisory firm, we specialize in helping clients protect, grow, and transition their wealth with confidence. From tax-efficient planning to retirement income strategies and succession planning, we ensure your financial roadmap is aligned with your goals—today and for generations to come.
Our Mission
To provide a place of belonging and peace for individuals and families navigating life’s financial decisions—with clarity, intention, and care.
Our Vision
To be one of Canada’s top financial planning teams—helping multiple generations live fully, plan confidently, and leave a legacy they’re proud of.
Our Services
Your Journey, Thoughtfully Navigated
At Safe Harbour Financial, we work with trusted partners across the financial landscape to provide thoughtful, personalized strategies. You define the destination—we help guide you there with clarity, confidence, and care.
Trust
We build lasting relationships through integrity, always putting our clients’ goals and needs first.
Innovation
We grow and adapt to provide tailored financial solutions for evolving needs.
Experience
With 35+ years of combined expertise, we are a full-service brokerage and the best product rate guarantees.
Excellence
We go above and beyond, delivering exceptional service every step of the way.
Our Approach
Relationship Focused
We’re with you for life’s transitions, offering support that evolves with you.
Transparent & Honest
No jargon—just clear, thoughtful advice tailored to your situation.
Accessible & Attentive
We’re with you for life’s transitions, offering support that evolves with you.
Are you feeling overwhelmed with your finances?
You’re not alone. Financial planning is one of the most important things you can do for yourself – it ensures you’re prepared for any situation that comes your way. That’s why we offer a wide range of services, from insurance to investment advice.
We want to help make your life easier and less stressful when it comes to managing your finances.
Download our guide to learn how to choose the right financial planner for your needs.
Who We Serve
Incorporated Professionals
Chiropractors, physiotherapists, and massage therapists seeking tax-efficient strategies and financial security.
Realtors
Helping real estate professionals manage fluctuating incomes, tax planning, and retirement savings.
Preparing for Retirement
Comprehensive wealth management for those looking to preserve assets, generate reliable income, and plan for a secure and fulfilling retirement.
Retirees
Holistic financial planning for retirees focused on preserving wealth, ensuring steady income, and securing a comfortable retirement.
Intergenerational Families
Thoughtful financial strategies designed to support legacy goals, manage family wealth across generations, and foster long-term financial harmony.
Women seeking Empowerment
Tailored guidance that simplifies decision-making and supports women in building confidence, independence, and long-term financial security.
People in Life Transitions
Compassionate planning for those navigating change—offering clarity and structure during retirement, loss, career shifts, or other major life moments.
Meet The Team
At Safe Harbour Financial, we believe that exceptional service begins with an exceptional team. Our diverse group of professionals brings together deep industry knowledge, a collaborative mindset, and a genuine passion for helping clients achieve their financial goals. From investment planning to retirement strategies and insurance solutions, every team member plays a vital role in delivering thoughtful, personalized advice that puts your interests first.
We understand that financial decisions can be complex and deeply personal—that’s why we work closely with you, drawing on our combined expertise to provide clear guidance and trusted support at every stage of your journey. When you partner with Safe Harbour, you’re not just getting one advisor—you’re gaining the strength of an entire team committed to helping you navigate life with confidence.
Secure Your Financial Future Today
Investing can seem complicated, but I’m here to simplify things for you. With my help, you can feel confident about your finances and achieve the future you desire.
Sign up for my newsletter today and get startedon the path to success!