Background Millennial couples in executive roles within technology and accounting Growing family of 4 with complex stock compensation plans, hefty tax bills and a desire to build a spiritually rooted, intergenerational legacy not only for their kids but also for many...

Background Millennial Sales Manager-Owner at Chemical company & Spouse Faced with a sudden transition to business ownership and immense corporate and financial complexity They were looking for someone to simplify, educate and provide decision-making guidance...

Background Within the first 3 years of practice, loans paid off, RRSPs and TFSAs all full and about to transition to a professional corporation.  Didn't want to be sold anything they didn't need. Wanted to be educated about all relevant options and be provided...