Glen can often be heard speaking the phrase, "No one plans to fail, they just fail to plan"!
It is with this that the Harvard Business School (Executive Education) graduate begins the journey of helping people get the life, THEY want.
The focus for clients is based on their unique financial needs. We advise clients in:
Business, Corporate and Personal Tax Planning, Risk Management, Investment Strategies (including securities), Debt Solutions, Mortgage Planning, Estate and Retirement Planning.
Please contact Glen for a free, no obligation review, of where you are but more importantly where you want to go!
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.