Kinson sees his relationships with clients as a second family. By working to establish a personal connection with his clients and understanding their unique needs, Kinson believes that the best financial advice is based on integrity and trust. His focus on relationships and family wealth planning allows him to provide meaningful insight to busy clients […]
For over 2 decades, Edmond has been an accomplished wealth-building coach in the insurance and investment industry. Focussed on safeguarding portfolios, estate planning, and investment diversification, he spends much of his time serving tech professionals, young families, small business owners, and mentoring new financial advisors starting out in the industry.
Charmy has been engaged in investment analysis for over 15 years, specializing in overall market judgment and asset allocation. She focuses on wealth increasing with protection and estate planning. “Go with the trend, customer first” is the purpose of her service.
For young investors who have just taken their first steps towards their career, how can they be sure they start with their best foot forward? Having been in those same shoes before, Darren is not only passionate about starting off aspiring professionals on the right track, but ensuring that they stay on it long term. […]
Mary is passionate about financial literacy and education. For young professionals, the hardest part is when you are just starting out. What do you prioritize and how do you set goals? But before the “what”s and the “how”s, you have to understand the why. After all, true wealth is more than the dollars you have.
Specializing in life and health insurance, debt management, long-term budgeting, strategic investment strategy and charitable gift planning, Shaun is passionate about helping families build their futures by developing unique, feasible, and successful wealth creation saving plans. His extensive expertise in insurance and investment vehicles is an invaluable asset in helping families protect their wealth and […]
With a background that includes working with some of Canada’s leading financial institutions credit unions, Ken leads the financial strategies and generational wealth transfer solutions of more than 300 Canadian families. He also has extensive experience in the insurance, investment, and credit industry, and leverages this insight to provide a comprehensive approach to financial planning. […]
With over a decade of experience as a Tax School Instructor, US Tax Spokesperson, and Corporate Tax Specialist, Ken’s extensive knowledge of both Canadian and US taxation planning is unmatched. As a cross-border tax specialist, he provides his clients with sophisticated investment advice, retirement planning, tax strategy, ISO Quality Auditing, and FDA 510K Medical Device […]
Gary’s diverse experiences with global and domestic capital markets with major banks have helped his loyal clients manage and increase their personal and corporate wealth since 2000. While he enjoys all aspects of portfolio management, he also takes pride in designing innovative wealth preservation and retirement cash flow strategies for his clients.
Nelson Provides a holistic financial solution to individuals and families. His personalized approach has helped hundreds of families achieve their financial goals and worry-free retirement in the past decade.