My goal is to develop, present and explain methods to achieve more income and larger capital values using tax advantaged structures, products and methods.
The ability to deliver these outcomes have been developed as the result of experience gained in public accounting, life insurance sales and training and consulting services relating to capital acquisition and transfer questions.
I have well developed written and presentation skills in the areas of seminars, keynote addresses, short articles and research documents.
I have developed and presented seminars and course material for a wide variety of organizations ranging from The CIBC to BDC and from the Ontario Federation of Agriculture to The Canadian Bar Association.
Teaching experience includes lecturing at community college, various insurance industry professional development courses and professional development courses for the Ontario Institute of Chartered Accountants.
I have participated in more than 50 television shows related to financial planning and have authored upwards of 200 articles on taxation and financial planning
Business structure, personal estate structures, strategic planning, life and living benefits insurance.