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Whether you are growing your money for retirement or if you are already retired, we will guide you through the planning process.
Life & Disability Insurance
As independent brokers we represent most major life insurance carriers and can provide the most cost-effective solutions to match your insurance needs.
Estate Planning
Our team will work with you to ensure a simple, tax efficient and organized transfer of your assets to your loved ones and/or business partners.
Let's discuss your retirement
We offer a variety of products to meet your retirement needs. Let's review your plan.
Garth has a vast wealth of financial knowledge accumulated over 36 years of serving the financial needs of his clients.
Jason Yip
Owner of Greenfield Benefits Inc.
Master of Business Administration Certified Employee benefit Specialist
Jason is an insurance consultant specializing in employee benefits and individual insurance programs for businesses and professionals. He has 20 years of experience in providing service to his clients.
Laureen Morrison
ADMINISTRATIVE ASSISTANCE
Laureen joined the firm as administrative assistant in 2000 as our executive assistance providing effective administrative support for our clients. Laureen has over 35 years of experience in this field.
Alan Fenske
OWNER OF FENSKE FINANCIAL INC.
CERTIFIED FINANCIAL PLANNER Ⓡ professional CERTIFIED PROFESSIONAL CONSULTANT ON AGING
Alan has over 20 years of industry experience with expertise in financial planning and insurance needs. Sensitive to tax consequence, he specializes in retirement income and estate planning for his clients.