tax planning

We are a small family who recently purchased our first house. To ensure our financial security and peace of mind we went to Darlene to purchase Life Insurance for both my husband and me. Darlene really took the time to explain all the different options for us and what the pros and cons were for each option. We never felt pressured to purchase anything, instead we felt that she really had our well-being in mind and that she was willing to go the extra mile to get us an excellent insurance policy that works for our family. She was friendly, helpful, and professional every step of the way. I would recommend her for anyone looking for information on insurance or investments.

Darlene really took the time to explain how life insurance could better our lives, protect our future and how really simple it is. My husband and I had been putting off the idea of obtaining life insurance for years, afraid of how daunting it sounded and what to expect (afraid). I really did not want to open to this idea, but once she sat us down, reviewed our options and explained how it works, we were totally at ease. Darlene took the time to understand our concerns, lifestyle and goals - and we were all on the same page when it came to choosing which portfolio was right for us.

Darlene has played an integral role in building my personal financial well-being through TFSA' and RRSP's. She was always available to answer my questions and do the legwork to ensure I would be comfortable with my investments. Being a young person I knew very little of investments, Darlene put my mind at ease and has me on a successful investing path.