PLANNING WITH INTEGRITY

Helping Medical Professionals & Business Owners Find A More Lucrative Future

 

WHAT YOU CAN EXPECT

Over the years I have built a strong reputation for building incredible relationships with all my clients. You are the center of my business and I will make it a priority to not only help you achieve your financial goals through my proven solutions, but to educate you at the same time so that you are informed, involved, and inspired by the outcome. Go to the 'About' page to get to know me better,
or book a time with me for a complimentary consultation.

 

LIFE INSURANCE FOR YOUR FAMILY

When you have a family, life insurance is one of the simplest and most important ways to protect the ones you love. It will give them the funds they need to maintain their lifestyle, pay off the mortgage, funds for your children's education, or take some much needed time to themselves.

 

If you do not have a family, life insurance is one of the best ways to fund your retirement, leverage for loans for the lowest interest, re-direct your taxable money to benefit you instead of the government. There is no reason to not find out more, lets chat.

LIFE INSURANCE FOR YOUR FAMILY

INVESTING YOUR MONEY TOGETHER

Whether you are an individual wanting to grow your net-worth, looking to save for the future, or a business wanting to find more tax-efficient investment approaches while making your passive income work for you, I have proven solutions for you. I am partnered with the top financial institutes in the industry.

 

Leveraging these relationships I can offer an approach of absolute return strategies or more aggressive portfolios in the private market. The solutions are dependent on your comfort and what makes sense for your individual goals.

 

With integrity always before profit, I would love the opportunity to show you more about what we can achieve together!

INVESTING YOUR MONEY TOGETHER

LIVING BENEFITS FOR WHEN YOU NEED IT MOST

There has been a large increase in the demand for living benefits in recent years. With business owners wanting to reallocate corporate dollars into more tax-efficient strategies and Canadians living longer lives but with more medical concerns. Living benefits has increasingly become a more critical part of financial plans. Whether you are looking for critical Illness, disability protection, or long-term care plans there is a solution that can be tailor-made for you.

 

Whether you are self-employed or part of a corporate plan there has never been a more important time to set up your individual policy. With lots of changes in the industry coming due to the aging population and more research being available I have gotten many clients with pre-existing conditions and those who have been declined before approved. Take the time to call now!

LIVING BENEFITS FOR WHEN YOU NEED IT MOST

CORPORATE FINANCIAL PLANNING

Specializing in working with Medical Professionals and Business Owners I have been able to help navigate the complex tax rules that have trapped their wealth over the years. If you are an entrepreneurial professional that wants to grow and protect your net worth while maximizing your take home, then you're our ideal client. When you ask business owners if they could go back five years from now would they do anything differently?

 

Bringing experts in earlier to help grow their business is always top of mind. I have a deep network of experts such as lawyers, actuaries, investment specialists, to accountants that work with me to help get you a unique solution-based experience unlike anywhere you have been. I will sit with you to identify what liabilities you are exposed to and what growth opportunities we can pursue.

 

I look forward to helping you achieve a more lucrative future! 

CORPORATE FINANCIAL PLANNING

PLANNING FOR YOUR RETIREMENT

Retirement can seem so far away especially when you are young and in your highest income-earning years. But doesn't it make more sense to start now so you can have the funds available to live your golden years on your terms? Whether you want to invest through your corporate or personal accounts we can help you identify the best exit strategies for your investments so you can keep more of your money. 

 

Instead of being unprepared in your most vulnerable state, there are many strategies to start your retirement now that won't break your bank. Do yourself a favor in the future and start now. Give me a call.

PLANNING FOR YOUR RETIREMENT

CONTACT ME

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The most common regret people have is not making the decision to meet earlier.

Take a minute and contact me today so we can start you down the right path.

LOCATION

 With your safety in mind, we are providing a 100% virtual process from start to finish if required.

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