I specialize in helping clients 55+ and Business owners with Estate planning and transition planning.I have over 35 years of insurance, financing and real estate experience. I am a Certified Executor Adviser, Elder Planning Counselor, Certified Professional Consultant on Aging and Master Accredited Senior Agent. I have been Bank on Your self certified, Leap Certified and Circle of Wealth certified. Let me help you protect those you love and reduce your taxes.
(416) 993-2532
Wealth Creation Concepts
63 Songbird Cres
Lindsay, ON K9V0A9