Focused WealthCare Information

Our practice is all about people. The best way to explain what we do is to describe some of our clients. For example, we have corporate clients with one to seven partners. They are involved in Technology Solutions, Property Development, International Trade, Construction Trades and Professional Practices. We also work with Self-employed Entrepreneurs and Senior Executives and Charities. In the family area we have helped people with divorce, sole-survivorship concerns, trusts, personal foundations, blended families and international beneficiaries. We have helped facilitate corporate executors and trustees for dependency issues brought on by mental illness and disabilities. We have provided solutions for Creditor Protection, Helped with Will Planning and Shareholder arrangements. We have also helped numerous clients through the tough down-sizing and relocation experience and anything they felt was of importance to them. We provide planning solutions, insurance funding, employee benefits, pensions and IPPs, maintain an IIROC Practice under Manulife Securities Incorporated and work closely with Private Wealth Management Firms to provide institutional investing solutions for High Net Worth clients We take the time to build long-term relationships with families and love to meet new people. Both David and Michele are insurance licenced IIROC advisors. They provide leadership to their Focused Team which includes 3 Institutional Private Wealth Management Specialists, an Employee Benefits Specialist, an Advanced Tax and Estate Planning Specialist and an Insurance Specialist. These team members complement the skills and experience of David and Michele. Professional designations include: CFP Certified Financial Planner, CLU Chartered Life Underwriter, CHS Certified HealthCare Specialist, CCS Certified Cash Flow Specialist and TEP Trust and Estate Practitioner. Michele and David meet with new clients and help them develop a strategy that meets their specific goals.