I enjoy working with Medical & Legal Professionals (incorporated & not-incorporated), Business Owners, Retirees, and families who understand the need for focused financial management. We put our experience and knowledge to work right away to reduce taxation, better organize their finances, and grow & protect long term wealth.We proactively manage the financial side of life for our clients to better manage asset accumulation and improve all of the moving financial pieces with their plans.Reach out to me if:✔ You are an Incorporated Professional (Doctor, Dentist, Lawyer, etc.) in need of bespoke financial planning advice to optimize the financial benefits of your professional corporation✔ You have high personal or professional taxation and are unsure if you are maximizing your opportunities✔ You are an Accountant or Lawyer seeking a trusted, independant financial advisor for your client✔ You are considering your options regarding a transfer of a pension commuted value✔ You are a Business Owner seeking advice on how to transition your financial and business assets into long term, sustainable cash flow✔ You are seeking an alternative to your current financial relationshipThe core of my practice is Ontario based serving clients between the South Georgian Bay area and Bay Street, however I also work with clients in Manitoba.Insurance products available through IPC Estate Services Inc.I am a passionate, active community participant with involvement in several not-for-profits such as the YMCA of Owen Sound Grey Bruce and Owen Sound Minor Soccer.Insurance products available through David Johnstone.