Overview

I am a Financial Planner with Investors Group. I focus on HNW families and small businesses. I am a holistic planner and investment advisor. I have my CFP and CLU designations. I have Advanced Financial Planning resources at my fingertips.
I focus on wealth generation, preservation and minimizing taxes for families, individuals and business owners.
I am interested in finding a practice I can buy that would be a good fit for my current client base and focus.

Committed and engaged clients are important to me. It allows me to do full financial planning and investment strategies with those clients. I am also focused on estate planning --- i.e., wills (both personal and business), funding shareholder agreements and ensuring families have risk mitigation strategies in place, and for some, the ability to utilize insurance as a sound and prudent investment strategy.

Last Activity
6 months or more

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