Mary Isenor, CA, CPA, CFP®

Financial Planning Specialist

Mary is the brilliant Chartered Professional Accountant/ Certified Financial Planner that we turn to for comprehensive Financial Plans for our clients.

  

 

Sharon Avery, LLB

Will and Estate Consultant

Sharon is our in-house legal expert who works closely with us to structure our clients' estates in an efficient and tax-effective manner.

 

 

 

Paul De Jager MBA, CFP®, CLU, CHS

Estate Planning Specialist

Paul is the specialist we consult when looking for innovative and tax-efficient insurance solutions for our clients.