In response to your search for a financial advisor, we’d like to introduce our financial planning practice to you.
We have made it our mission to simplify the complexities involved in understanding the financial implications of your life decisions.
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What do you love most about your job?
It' s one of the few vocations that offer life changing outcomes
What inspired you to start your own business?
The ability to charter my own course and to serve those of my choice
Why should our clients choose you?
I'm very selfish in that I always put my clients' needs first, not only a requirement of my three designations, but it makes for very happy clients.
Can you provide your services online or remotely? If so, please add details.
We are happy to meet on line or in person at your request.
What changes have you made to keep your customers safe from Covid-19?
We are available on line through Microsoft Teams, Zoom or Google Meets
Life and Living Benefits Insurance
Providing "What If" Solutions
Wills Trusts and Estates Planning
Ensuring the Receiver General for Canada is NOT the primary beneficiary of your hard earned estate
Tax Planning
The prioritization of wealth over earnings