$1.5MM CAD AUM | $30,000 CAD GDC in
New Tecumseth, ON
Life insurance broker and wealth management. Servicing both families and business owners. Focusing on whole life IRP strategies for retirement, and corporate IFA cash flow strategies for business owners. Also commute pensions, and set up Life annuities. Help with shareholder agreements and tax saving structures for corporations.
Started career at major Canadian bank, then joined Investors Group Financial. Became an independent broker and have been in private practice for over three years. Looking to grow business through buying small books of business, or work with brokers looking to exit their practice in the near future.