Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety of client needs.
I have worked for Access Credit Union for almost 7 years now. Started as a MSR and then moved up to an FSR role
Many farm families are concerned about keeping their farm
in the family, paying too much tax, and how to fairly compensate their
off-the-farm kids. Other challenges arise when someone is requested to act as executor.
My team will work to deliver customized solutions, giving you peace of mind your kids will be treated
fairly, taxes payable will be minimized, and your farm will be kept in the
family. We will work proactively with you to plan ahead and help you act as executor when the time comes it's asked of you.
Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.
Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance. His expertise is custom investment plans, pensions, estates, and personal income tax. He is also an Elder Planning Counselor. Please see www.bryce.ca for more information and testimonials from clients.
I attained my life licence in 1994 and I have my CFP, CHS and CEA designations. I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients. I also have a large Group Benefit block of business. I am involved in many charities and very involved with minor hockey.