Education & Qualifications:
Author, speaker and wealth educator. Certified Financial Planner (CFP)
Areas of Specialty:
Assisting people to create Legacy Gifts and Zero Tax Estate Transfers. Making an impact on family, friends and causes that they care about and want to make a difference with their wealth.
Professional Membership - Activities:
CAGP -Canadian Association of Gift Planners
Financial Planning Standards Council
People who are seeking tax planning advice to create lasting meaningful Legacy Gifts with their wealth. Gifting assets is a tax efficient manner that benefits the People and Causes that they care deeply about.