Areas of Expertise:

  • Building investment portfolios designed to create a steady stream of income in all market conditions
  • Helping business owners/entrepreneurs to divest on their own terms and plan for a long and meaningful retirement
  • Pension plan transfers for security and control of hard earned retirement savings
  • Creating plans and strategies for multigenerational wealth transfer
  • Insurance for corporations & holding companies, designed to create tax sheltering and estate preservation

Ideal Clients: 

  • Retirees and snowbirds who flock to the area for its warm weather and active lifestyle
  • Multigenerational orchardists and ranchers
  • Entrepreneurs and professionals who are ready to divest
  • Moving back to Canada after many years abroad
  • Clients and their families with investable assets over $1,000,000