Canada
Innovative approaches with seasoned experience – these are the hallmarks my high-net-worth clients rely on to address their complex business, succession, and tax objectives. I am a 35-year veteran in the life and group insurance business with a belief in developing deep personal connections with my clients. My depth of knowledge in the use of insurance as a tax-efficient strategy and breadth of insurance offerings ensures a holistic risk mitigation approach for my clients, their families, and their businesses. I focus on developing long-standing multi-generational client relationships and tailor solutions to meet their changing needs. I am a member of the Million Dollar Round Table and have been recognized by the industry through National Quality Awards. Contact Info: [email protected] Website: producersgroup.ca
• Providing private equity placement, residential and commercial real estate investment offerings
• Corporate insurance planning including buy sell, key person • Using insurance to fund retirement • Estate Planning to address assets including cottage, real estate and capital gains tax • Disability buyout • Critical illness insurance • Succession Planning