Estate Planning

Most people do not like to consider their own mortality – I know I sure don’t. And this is why the discussion of estate planning is often a neglected aspect of financial planning. But with our aging population, in fact one statistic indicates that 1 in 4 Canadians will be a senior by 2030, the…

As a trusted advisor myself with over three decades of experience, I know that the role of a trusted advisor transcends the boundaries of traditional advice. You are placed at the heart of your clients’ financial story. And your clients expect that the unique financial planning strategies that you craft for them not only preserves…