WE GUIDE
YOU DECIDE!
What Sets Us Apart
A crucial aspect of wealth management and protection involves safeguarding assets against unforeseen and unpredictable circumstances. These unexpected events can and do occur!
If a health crisis or mortality event were to occur, would you be able to recover? How fast? At what cost? It's important to consider plans to protect yourself, your family, and your business. We call this the "Roots verses Branches and Leaves" approach to your financial security.
Our expertise focuses on assisting families and business owners preserve their essential assets such as home, income security, and business succession strategies.
Our work focuses on helping you reduce taxation, preserve your estate, and accommodate succession planning.
We view financial, retirement, and estate planning as an ongoing process rather than a one-time event. A good relationship with your financial team means updating your comprehensive plan no less often than biennially, but recommended at least annually or as needed if significant changes and events occur in your life.
Established in 1983, we are:
Established
Friendly
Reliable
Responsive
About Me....
I am a financial planning expert who works with successful families and small business owners to max out their financial success and security!
Having lost my own father at the age of 10, and witnessing the challenges that our family faced as small business owners, it is serendipitous that I eventually chose a career in the insurance, estate, and retirement planning industry.
Learning the expertises of estate planning and business succession planning, I am able to deliver comprehensive plans and strategies for almost any family or business profile.
I am an advocate and representative of the vaunted Canadian Insurance industry, perhaps the most stable and secure worldwide already, and have been active since 1983.
An Insurance Industry Leading Expert and Wealth Protection Specialistâ„¢ who is well-versed in retirement and financial planning, I bring unique perspective to your plan, no matter how advanced or lacking it may presently be.
Outside of work, I love to spend time with family, golfing, and various outdoor pursuits. In quieter moments, good books (fiction and non-fiction) are never far away.
