Independent planning for Ontario families and business owners, built to give you control, flexibility, and options at every stage. Protect what matters, make the money you already earn work harder, and move toward your goals with a plan that adapts as life changes.
Whether it is your family, your income, or your business, the goal is the same: the right protection in place, your money working efficiently, and a plan with room to adapt.
Cover the people and income you are responsible for.
Build and protect wealth with a plan that flexes.
Look after the business, the owner, and the team.
I spent years playing competitive chess, and I plan the same way I played. In chess you take the centre squares early. Control the centre and you get more movement, more flexibility, and more options, for both defence and attack, as the game develops.
Your finances work the same way.
We build a plan that takes control of your near-term priorities while keeping the flexibility to adapt as your mid and long-term goals come into view. Fewer surprises, more options, and a strategy that moves with you instead of boxing you in.
Most people already earn enough. The opportunity is in how that money moves. Before we talk about products, we look at how your money actually moves, so you can pay down debt faster, free up room to save and invest, and fund your goals, without a painful, white-knuckle budget.
Founder, Centre Square Solutions Corp.
I have worked in insurance and investment planning since 1998, and founded Centre Square Solutions in 2011 to help individuals, families, and business owners build, protect, and keep their wealth. I hold a degree in Economics and spent a decade teaching business and Canadian Securities Institute courses at Humber College.
Today I am a Registered Insurance Broker and a Certified Cyber Insurance Specialist (CCIS). I am licensed for life insurance and segregated-fund investments, offer high-interest savings accounts and life-insurer investment products, and arrange general insurance through St. Andrews Insurance Brokers Ltd.
Book a clarity call and we will see whether it makes sense to work together. I promise I will not try to sell you anything. There is never any cost or obligation.
Book your clarity callThe easiest first step is a short clarity call, book one anytime with the button above. Prefer to send a note first? Fill out the form and I will get back to you personally within one business day.
Centre Square