I help Do-It-Yourself investors and incorporated professionals build custom, effective and low-cost investment and cash flow strategies that OUTPERFORM high-priced private wealth advisors. Most clients come to me when they feel concerned they hadn’t been getting the best advice from their previous adviser. Or they are no longer comfortable managing their retirement plans on their own. Their main c
oncerns are often how to:
- fund their retirement for ideal tax efficiency
- ensure their family members have a trusted advisor in place should something happen to them
- use their family trust, holding or operating company to support their families’ goals
- best sell their business or implement a succession plan
So many families needlessly feel overwhelmed and worried about making the wrong decision for their future. Yet I see what happens once they have a plan that makes sense TO them and FOR them. They relax and feel a sense of relief like “Oh – this is good! We’re going to be OK!”
Life is about options. I can help you uncover previously unexplored opportunities. It’s just about finding the right path for YOU. Fortunately, this is exactly what I do every day. I’ve spent the last 20+ years working directly with some of Canada's most successful families, and supporting other advisors with their own top clients, to help families like yours toward their financial goals. My career has been turning what can feel complex into simplified, actionable plans that make sense for each unique family situation. Now, I bring that same approach to risk management, maximizing cash flows, and tax efficiency in a practical way so your entire family can thrive: now and in retirement. If you have some of these questions:
- Am I saving enough?
- How do I use TFSA’s, RRSP’s, LIRA’s, non-registered and other types of investment accounts to best benefit my family?
- What do I do with my holding company, and do we need a family trust?
- When should I incorporate and what should I do with my company once I retire or sell?
- Should I take a salary or dividends…or both? You’ve come to the right place. I’ve spent my career focusing on advanced financial planning and risk management concepts so that you can focus on your day-to-day life while feeling assured your future is secure. If you’ve been looking for experienced financial support and a simplified, actionable plan to make the most of your resources, then let’s talk. Call or email me to discuss further. I work with families across Canada either virtually, over the phone or in person. I look forward to meeting you soon.
