About Us

I work with Corporation and Business owners to find strategies that best suit their businesses changing needs. We develop strategies to allow the Equity Stakeholders of the company to find the most Tax-Efficient Strategies to return the equity from the company. I am the CFO to the CFO. I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to: Protect you in the event of disability, loss of independence or critical illness; Plan ahead so you can finance your projects; Manage your debts; Determine your financial needs for retirement; Prepare for your estate settlement.