I am a CERTIFIED FINANCIAL PLANNER professional with expertise in working with Executives & Individuals, with a strong focus on helping them transform their financial future and achieve their personal financial goals with my approach tailored towards the career journey of Executives & Retirees. Building wealth through generations involves great tax strategies combined with effective wealth management. We plan for success and prepare for the unexpected.
We work with some amazing families. Many are philanthropists and some want to be more involved in their community. Some are retirees that have looked for estate-planning advice or want to know that their incomes will last. Others are getting close to retirement and want to know how that transition will work and how to effectively create paycheques and "playcheques" during their retirement years while minimizing tax.
If you have identified with any of these people, we should talk. I look forward to speaking with you.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW