Ryan has worked in the investment industry since 2003, providing wealth, estate and tax advisory services to high net worth clients, businesses and charities in North America.Ryan assists clients through intergenerational wealth planning which involves wealth management, estate and tax planning and insurance strategies. Ryan considers client service to be of the highest importance and is continually working to build and strengthen client relationships to ensure trust, comfort and peace of mind. Ryan holds a Bachelor of Business and Economics from Flinders University in South Australia; a Masters in Business Administration (Finance) from Edinburgh Business School and a Bachelor of Laws from Queensland University. Ryan has completed all levels of the CPA In-Depth Tax Course, a 3 year program focusing on Canadian taxation, as of 2022. Ryan achieved his TEP designation in 2011 with the Society of Trust and Estate Practitioners - the leading worldwide professional body for practitioners assisting clients with the complex law and tax rules surrounding trusts, estates and inheritance. Ryan is currently completing the ICD-Rotman Directors Education Program (DEP), jointly developed by the Institute of Corporate Directors and the University of Toronto’s Rotman School of Management.Ryan assists private clients, corporations, charities and families in matters related to: □