As a Partner at Finuity Wealth, I provide financial planning solutions for business owners and retirees in the Edmonton area. With over 20 years of experience and as a Certified Financial Planner and Chartered Life Underwriter, I help my clients achieve their goals and overcome their challenges through customized and tax-effective strategies.My core competencies include executive planning for business owners, covering income protection, business continuation, succession, estate preservation, wealth transition, and charitable planning. I work with a team of financial planning professionals and trusted advisors to ensure that the plans designed fit with my clients' current and future needs. My mission is to be my clients' primary source of financial advice and to open up their imagination to envision their possibilities.