Capabilities

We specialize in providing insurance, estate planning & wealth management advice for successful business owners, professionals & self-employed individuals.

We assist our clients with:

  • Tax reduction strategies
  • Wealth accumulation, protection and transfer strategies
  • Holding company investment strategies
  • Investment manager selection & oversight
  • Pension plans for incorporated professionals
  • Insurance funding for business agreements
  • Insurance funding strategies for estate liquidity needs
  • Insurance assisted philanthropy
  • Employee & executive benefits

 

You have to know something very, very well in order to be able to explain it very, very simply.  – Jeff Shaddick