Investments
Portfolios matched to your goals, timeline and comfort with risk.
- RRSP, TFSA & FHSA
- RESP for your children
- Non-registered savings
Investments · Insurance · Planning
Making the complex simple.
Good advice starts with understanding you: your needs, your priorities and the goals that matter most. I help individuals and families make informed financial decisions with honest, straightforward guidance.
Meet in person or online, in English or French.
My why
Advice built around you, not a product.
My purpose is to help people make informed financial decisions that bring them closer to their goals. I believe good advice starts with understanding each person's unique needs and priorities. Whether it's investing, insurance or planning for the future, my goal is to make the complex simple, provide honest guidance and help clients feel confident about their financial future.
Michael ViglasFinancial Advisor, Viglas Financial Group
Understanding first
We start with your goals, not a sales pitch.
Clear and simple
Plain-language explanations, no jargon.
Honest guidance
Recommendations you can trust and understand.
Services
Everything your financial plan needs, in one place.
Whether you're just getting started or planning for retirement, we'll build a strategy that fits your life and adapt it as your life changes.
Insurance
Protection for the people and income that matter most.
- Life insurance
- Critical illness
- Disability insurance
Retirement planning
A clear picture of when and how you can retire comfortably.
- Retirement income plans
- RRSP to RRIF conversion
- Pension options
Family & estate
Plans that protect your family and pass on what you've built.
- Beneficiary planning
- Segregated funds
- Wealth transfer
How it works
Three simple steps to get started.
Get to know you
An initial conversation, in person or online, about where you are today and where you want to be.
Build your plan
A clear, personalized recommendation explained in plain language, with no pressure.
Stay on track
Regular check-ins to adjust your plan as your life and goals evolve.
Partners
Backed by established Canadian firms.
Working with trusted partners gives my clients access to a wide range of solutions, with the oversight and security of established institutions.
Mutual fund dealer
IPC Wealth Inc.
The dealer through which mutual fund investments are offered, providing the platform, oversight and client protection behind your investments.
Visit IPC Wealth Managing general agency (insurance)Financial Horizons
A national insurance agency that gives me access to products from many leading Canadian insurers, so I can compare options for you.
Visit Financial Horizons Secure client portalLaylah Client Space
Existing clients can securely exchange documents, complete forms and sign electronically through the Laylah client portal.
Client login
Giving back
Proud supporter of Hockey Helps the Homeless
Hockey Helps the Homeless brings communities together through hockey to raise funds for local organizations that support people experiencing homelessness. I'm proud to support their work.
Learn more
Reviews
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Contact
Let's talk about your goals.
Send a request and I'll get back to you within one business day to set up a time that works for you.
- MeetingsIn person, online or by phone
- LanguagesEnglish & French