About Us

I have over 20 years of experience administering pension plans for various employers and advising/assisting members to transition into retirement. I understand what's important in retirement and succession planning, so I can help you ensure the processes are followed in realizing your choices. Now, I adapt plans that can help accommodate the various lifestyles within a client's lifetime in the most profitable and tax-efficient manner. I do this by always considering your wealth through:

1. Accumulation

2. Growing

3. Preserving and

4. Transferring Wealth

Once you define your goals, I then bring in specific team members who have the expertise to add the pieces to the financial plan to attain your retirement goal.