Listening is the most important contribution that I can offer!
I am happy to work with your Accountant, Lawyer, or other designated professional advisor(s) to gain a thorough understanding of your concerns, so that the recommendations returned to you are valuable and cost-effective.
— Dan Anders CFP®️, TEP

A Certified Financial Planner®️ and Registered Trust and Estate Practitioner. Active in financial and estate planning since 1983. A member of ADVOCIS and STEP, both of which are integral associations for financial and estate planning professionals in Canada.