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Welcome to my web page. Please take the time to browse. You will find important information about estate and retirement planning. I have also posted articles of interest, seminar notes to assist you and a variety of links to retirement planning tools.
I specialize in retirement planning, including the retirement transition process. The majority of my clients are from the public service, in health care or other provincial or federal careers. I understand the public service pension plans and how these plans can be augmented effectively with an individual's personal wealth.
Most of my clients retire within five years of becoming a client and I help manage the transition process including commencement of pension benefits, retiring allowances, issues surrounding taxation, creation of a supportive investment portfolio and creation of an estate plan.
I love questions so please forward them through the email link or call me.