Eplanning Solutions Information

I started my financial profession in 1993 after a brief career as an accountant. The accounting industry just didnt offer the kind of personal interactions I wanted, so I decided to start a seasonal tax preparation company, but ultimately realized that I found great personal satisfaction helping people reach their personal financial goals. I signed on with one of Canadas largest financial planning companies and began building a clientele. Twenty years later I help manage the wealth of over 200 families. But my clients see me as much more than that. Often they come to me looking for help buying a new car, or about a renovation. Ive been called on for all sorts of things, but ultimately its about trust. When theres trust in the relationship people feel free to engage on almost any level, and thats a hallmark of my practice. Outside of work and family, my involvement in our church gives opportunity to serve in our community, and around the world. My heart is to see young people find their faith, and to help them reach their potential. My passion for everything aviation has resulted in the creation of a light aircraft distributorship. Sport Aircraft Brokers Ltd is a company owned by me that brings aviation within reach of the average Canadian, helping make dreams of flight come true. Providing an extensive range of services and strategies to meet the unique needs of our clients. See below for the full list of personalized financial services we offer. With over 10,000 mutual funds, selecting the right tool for the job can be intimidating. We help our clients choose the right investment based on their financial goals and risk tolerance. Careful Estate Planning can make the difference between leaving a legacy of hardship or of a seamless transfer of wealth. Estate Planning if properly considered is just as important as wise investing. We work with you to ensure that your assets are protected, and can be passed to your loved ones without complication. Retirement planning is about managing expectations. Setting ...