I specialize in dealing with the complex needs of retiring business owners. I help them protect their family’s wealth with insurance, grow their profits tax efficiently, and be prepared for future life and business transitions.
Building wealth more efficiently- I help clients improve investment returns by replacing expensive products with more cost effective investment solutions.
Retirement Income for Retirees- I help clients in or entering retirement maximize the income they receive from their investment portfolios and government pensions after tax.
Designations achieved and professional courses passed
CFP ® – Certified Financial Planner – FP Canada
CIWM – Certified International Wealth Manager – CSI Institute
CIM ® – Chartered Investment Manager – CSI Institute
FCSI ® – Fellow of the Canadian Securities Institute (one of 3500 in Canada) – CSI Institute