You're nearing retirement and want to know that you will be OK. Have you saved enough? Can your savings survive an unexpected event? Are you paying too much tax and can you do better?
I have been helping families and business owners answer these questions for the past 18 years. I can help you to grow, protect and enjoy your wealth so that you can feel confident in your retirement.
A perpetual novice hockey player and avid home chef, I am a family man. I enjoy spending time with my wife and family outdoors, in all seasons, yes even winter! We even bring our Australian Shepherd along for the ride.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want