Choose charity over taxes and support the causes you care about
Give More, and Pay Less
Charitable giving shouldn’t be complex and time consuming. I can help you give more, and pay less. Take the first step with me to talk about your values and goals, and we’ll match them with the best avenues for your wealth.
Donated to Charities via Planned Gifts and Charitable Giving Life Insurance Policies impacting local and international charities
Invested for clients to reach their retirement goals, pay off their homes, and have a cash buffer for emergency and contingency plans
Invested in post-secondary education so parents can help their children attain their life and career goals
Here’s How To Work With Me
We discuss your unique situation and goals
We create a clear plan for your financial journey
You feel confident, secure, and sleep well at night!
Charitable Giving and Legacy Resources
Financial Planning Week – Interview with Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada
“My wish is that as young people achieve greater financial literacy through school and initiatives like Financial Literacy Month, that they will...
Financial Planning Week – Interview with Paul Nazareth, VP Education and Development, Canadian Association of Gift Planners
“Really having an advisor to help a client articulate what they want to do, set some goals, and even open up some dreams...that’s where strategy and...
Financial Planning Week – Interview with Al Roberts, Managing Director Almonte General Hospital, Fairview Manor Foundation
“So many people still don’t know that they can play such an important role in the quality of healthcare that they receive from their local...
More is possible with your money, assets and wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.