I specialize in helping disabled people navigate the complex world of finance. Many of my clients are survivors of personal injury or medical malpractice as well as their families. My goal is not only to help them structure their financial lives in such a way that gives them the best chance for success but to coach them such that they improve their financial knowledge, become good stewards of their assets, and shield themselves from potential financial predators.After years of seeing the challenges disabled Canadians struggle with, I have decided to take on an advocacy role at all levels of government. In this, I hope to see increased support, broader access to resources, and improved accessibility for all members of society who live with a disability. Prior to embarking on my work with disabled people, I built expertise in helping business owners and C-suite executives find ways to reduce recruiting costs by up to 40%, keep top talent within their ranks, fund buy/sell agreements, and protect their companies from the loss of key people. In some cases, this has resulted in an increase of millions in EBITDA and led to a significant acceleration in scaling. As a business owner myself, I understand how important these KPI are.I also provide consultative services to business owners and professionals in the following areas:• Risk management• Succession planning• Retirement planning• Buy/sell agreements• Shareholders agreements• Business wills and estate planning• Personal asset management and private wealth