Following an effective planning model, I learn about your family’s situation in detail, profiling your income, assets, liabilities, and unique circumstances. In context of this I prepare a projection of your needs and those of your family at retirement. As a Level II insurance agent^†, I am able to integrate effective insurance strategies into your investment plan to counteract estate taxes and provide extra income in retirement.

^† Insurance services and products offered by Blackmont Insurance Services Ltd.

The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.