Our Uniquely Qualified Team
As CPA, CAs, Doug and Jordan understand the complex environment that wealthy Canadians like you must navigate. With combined 35+ years of experience in the insurance and wealth management industries that is rooted in taxation and accounting, they view your planning needs through a truly holistic lens.
It’s not just about you acquiring a life insurance policy, it’s about you understanding how all of your options correlate to your overall circumstances and determining the optimal solution to achieve your goals.
We will initiate the coordination of communication between your trusted advisory team that we find often includes your accountant, tax specialist, lawyer and investment advisor to ensure that everyone is on the same page regarding the guidance and direction of your financial plan.
Your circumstances. Our expertise. The right solution.