Helping Small to Medium Business owners – As a business over for 29 years I help small + medium size business owners address financial and estate planning issues. I consult them on ways they can accumulate wealth both corporately and personally
Insurance strategies – I help protect business owners wealth using corporate and personal life insurance strategies.
Business owner growth – I help business owners attract + keep valuable employees using employee benefits, group retirement savings plans & deferred profit sharing plans
CFP ® – Certified Financial Planner – FP Canada
CLU ® – Chartered Life Underwriter–Advocis