Estate Planning Specialist, Vice President
CFP, CLU, CH.F.C.more
Toll Free: +1 (800) 265-5982
Fax: (519) 660-3717
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 1982 and offer expertise in the areas of Estate creation and continuation, Business succession planning, Charitable giving Wealth preservation, Tax minimization, Critical illness and Long-term care.
I will work closely with you to create a holistic estate plan to build, preserve and transition your wealth according to your priorities.
My services provide you with a flexible, convenient plan that will allow you to enjoy your life without worrying about your finances.
Useful Links and Additional Resources
London Free Press
Life Insurance as an asset class | Estate Maximization | Protecting Your Wealth | Legacy Needs | Lifestyle Needs
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