My goal is to develop, present and explain methods to achieve more income and larger capital amounts using tax advantaged structures, products and methods.
The ability to deliver these outcomes has developed from experience gained in public accounting, life insurance sales and training, and consulting services relating to capital development, efficient retirement consumption, business transfer and succession.
I have developed and presented seminars and course material for a wide variety of organizations ranging from The CIBC to BDC and from the Ontario Federation of Agriculture to The Canadian Bar Association.
Teaching experience includes lecturing at community college, various insurance industry professional development courses, and professional development courses for the Ontario Institute of Chartered Accountants.
I have participated in more than 50 television shows related to financial planning and have authored upwards of 1100 articles on taxation and financial planning.