Meet my team

I work closely with a team of specialists to best achieve my client's desired outcome. Their area of expertise includes wealth planning, tax optimization, business valuation and succession planning, estate planning and using insurance as a tool for inter generational wealth transfer. You can find a detailed video below, where my specialist partners explain how they operate. 

 

We work together to curate unique strategies specific to you.

 

If you have any questions, you can contact me to learn more

Adam E. Carter, CPA, CA, CBV, FEA

Vice President, Business Advisory & Transition Planning

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Chris Markou, LL.B, BA (Hons)

Director, Estate Planning

 

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Katelyn Culliton, CPA, CA, CFP

Director, Wealth Planning

 

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Leigh Vyn, CPA, CA, CFP, FEA

Director, Tax Planning

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Stuart Clark, M.Tax, TEP

Estate & Insurance Advisor

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