“Learning was of two kinds: the one being the things we learned and knew, and the other being the training that taught us how to find out what we did not know”

-George S. Clason

  • We partner up with existing insurance and investment advisors to jointly consult on client engagements. If you are an existing advisor looking for additional value-add expertise specifically focused on business owners, please contact us below for a discussion on how we can collaborate to better serve your clients
  • Available for speaking engagement at conferences and roundtables addressing the complex needs of the family-owned business
  • Available to various media outlets to address the financial considerations business owners and Canadian resident individuals must consider as they complete or start their wealth planning journey
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Testimonials

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Thank you for your help, I don't think I would've gotten this far without you.

Client
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It is a pleasure working with partners like you, I look forward to many more opportunities to benefit from your expertise.

Investment Advisor
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Tony, the presentation was received incredibly well. You had the business owners engaged and intrigued, the feedback was that the event was probably one of the very best.

Regional Wealth VP
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What truly impressed me about Tony was his ability to switch gears based on where the business owner needed more immediate attention, with his vast knowledge on succession planning he has a great ability to connect with my sophisticated business owner clients.

Investment Advisor
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I found Tony to be a polished professional and experienced subject matter expert.

Client