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Years in Business:
26+
Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes
Languages:
English
Area of Expertise:
Insurance Planning, Investment Planning, Mortgages and Debt Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Agriculture/Farm Business Planning, Divorce and Separation Planning, Executive Compensation and Benefits, High Net Worth, Multi-generational Family Service, Post-Retirement Benefits, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Charitable Giving, Planning for those with Disabilities, Cross-border and International Planning, Credit Counselling and Bankruptcy
PLEASE NOTE: Information on member designations is self-reported. All designation statuses should be verified with the associated certifying body. Advocis reserves the right to remove designations from profiles based on internal audits.