Corollary Considerations

As a life insurance† licensed advisor, I am always watching for ways to dovetail insurance solutions and estate planning strategies into your wealth management program. I also keep tax minimization* in mind to preserve your assets to the greatest extent possible. To this end, I will also liaise with your other professional advisors such as your accountants and lawyers to facilitate the complete and seamless management of all your financial affairs.

† Insurance products and services are 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.