Financial and Legacy Planning
Your legacy is the way you lead your life, not just what you leave behind.
I can help you with
Get practical, easily understandable information that focuses on incorporating your values into the planning process. Live your best life and build your wealth.
Make mindful and caring decisions about your inheritance using my unique 5-step process. Be more philanthropic while reducing tax – give more and pay less.
Avoid financial disagreements after your death. Get expert guidance to sort through your options and have time to make sound decisions.
Who do you want to benefit from your estate when the time comes? Planned giving can provide significant tax reductions and provide legacies for the causes you care about.
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!
Financial and Legacy Planning 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.