Are you overwhelmed by the myriad of products, services and processes that need to be taken when it comes to growing and protecting your financial Wealth. Do you have an Estate Plan in place or being contemplated?
As a Chartered Life Underwriter, Certified Heath Insurance Specialist and Certified Executor Advisor, working with clients since 2002 - value has been found in the six step process we take to help them focus and achieve the objectives of their family and business, if they are business owners.
Whether you are just starting your financial program, preparing to retire, buying your first home, contemplating the best strategies for your Business or have family with special needs - Financial and Estate planning offer services with Retirement and Investment Savings - Risk Protection such as Disability Income, Critical Illness Long-term Care.
Here are some of the questions we address with clients:
How do I know how much I need in retirement? How soon can I retire? How do I ensure transfer of my estate? How do I address my business succession plan? What happens to my business if I died tomorrow? What is going to happen to my Grandchild with special needs? What government programs do I qualify for? How does my employer benefits help me now and in the future? How can I maximize my income and minimize my taxes payable?
Call today to schedule your meeting!
Starting in 1985 in a career at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future. I care more about you than anyone who doesn't share your last name! I help set a path for clairity and purpose and put you on the road that you never want to stop travelling. Live your purpose and honour your dreams. I'm committed. Are you?
I am a chartered accountant, chartered life underwriter and trust and estate practitioner. I provide estate planning services on a fee for service basis from modest estate plans to very complex estate plans. I am the inventor of "financial cartography" using mindmapping for estate planning.
Overseeing the financial affairs of business owners.
With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council of Canada, the Fellow of the CSI (FCSI) designation conferred by the Canadian Securities Institute and the Certified Executor Advisor (CEA) designation conferred by the Canadian Institute of Certified Executor Advisors.
I look forward to exploring investment strategies and solutions with you as we work together towards achieving your uniqwue financial goals.