Overview

I deal exclusively with small to medium size business owners and incorporated professionals and provide a holistic approach to financial services. My background is in IIROC management and switched gears to my practice to focus on estate planning as it relates to business owners. I am very familiar with estate freezes, section 85 transfers and family trusts (all aspects). I understand corporate structures and have expertise in preparing corporations for succession and disposition


Last Activity
6 months or more

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