Estate Planning Specialist
CFP, CLU, CH.F.C.more
Toll Free: +1 (800) 265-2308
Fax: (519) 888-6887
Our Promise to You
CIBC Wood Gundy Estate Planning Specialists are committed to providing expert advice by collaborating with you and your partners to develop a successful Estate plan. Our ultimate goal is to create a plan that creates security and allows you to achieve peace of mind.
As a CIBC Wood Gundy Estate Planning Specialist, I work closely with you and your Investment Advisor to create a tax-efficient wealth strategy that meets your evolving estate needs and financial goals.
I have been in the Financial Planning industry since 1988 and offer expertise in the areas of Estate creation and continuation and Wealth preservation.
I am a specialist at insurance based estate planning strategies. My objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. I put plans into place that minimize the impact of taxation to you now and to your estates in the future.
I will work closely with you to create a holistic estate plan to build, preserve and transition your wealth according to your priorities