Place Category: WinnipegPlace Tags: business succession, Farm succession, Financial planning, Insurance, and Investment management
Senior Financial Consultant focused on working with clients to help them achieve financial success, however that is defined by them. We work together to determine the client’s goals, and put a full written financial plan in place to help them achieve those goals. Planning includes investments and insurance, with a focus on tax and estate planning, all focused on long-term strategies that will work for clients during their retirement. Licensed in BC, AB, SK, MB, and ON (and AB, MB, ON for insurance).
Having lived in southern Manitoba for the better part of my life, I have great respect for the farming community. For the last 7.5 years I have been working closely with farm clients to ensure that they are minimizing their taxes from year to year, keeping a long-term vision to ensure that a succession plan is in place that will allow them to efficiently capitalize on the sale of the farm.
Member: MFDA
No Records Found
Sorry, no records were found. Please adjust your search criteria and try again.
Google Map Not Loaded
Sorry, unable to load Google Maps API.
Comments are closed.
Comments are closed.