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
How do we boost donor acquisition and encourage planned giving? How do we find new donors and motivate donors to give more? These questions have...
It’s that time of year when we start to think deeply about giving - how to give, who to give to, and how to make a real difference in the act of...
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...
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.