Life lessons compel me to define, plan and prepare for each client’s life path. When my father died prematurely in 1964, there was no Will and no preparation for our young family. Preparing for the worst of days liberates and equips us to make the most of better days.
♦ “How can we protect our lifestyle, yet ensure we don’t outlive our money?"
♦ "How can we preserve our legacy for the people & causes we care about?"
♦ "How can we position our assets to minimize erosion from tax and inflation, yet safely grow?”
I seek to fully understand my client - your distinct intentions and unique reality - and together navigate real-world turbulence and inevitable change as the future unfolds.
Medicine Hat Location ♦ BMO Bank of Montreal ♦ 606 - 2nd St SE, Medicine Hat, AB T1A 0C9
Lethbridge Location ♦ BMO Nesbitt Burns Branch ♦ 606 - 4th Ave S, Lethbridge, AB T1J 0N7