Vice President & Senior Investment Counsellor
255 Queens Avenue
You’ve worked hard, made smart decisions, and built a successful business. A good life. When it comes time to start making decisions about your next steps in life you need to continue making smart decisions to ensure the future of your business and a legacy for your family. Whether you’re planning a future transition to a family member, or sale to a third-party or partner, you will need to plan well in advance, and develop a strategy that’s right for you. My team can help you plan for the future of your business and your family by offering insightful advice and knowledgeable expertise. We are acknowledged innovators in the field of business transition. Our team of professionals includes financial planners, tax, trust, estate, insurance, and business succession experts, M&A advisors and lenders. We have assisted numerous Canadian business owners in the successful transition of their companies.