You have worked hard to accumulate your assets, so its important that you take precautions to protect them from the various risks that are a part of life. Through the use of insurance strategies, we can help you preserve your wealth during your lifetime, and protect the value of your estate for your family and other beneficiaries.
Insurance Solutions can include:
Estate Creation and Preservation
Estate Maximization on Protection
Estate Planning Specialist
With over 12 years of experience focusing on investment management and insurance solutions, Colin can help you create, preserve and increase your wealth by incorporating insurance into your comprehensive financial plan.
Specializing in estate planning, Colin is able to provide innovative and tax efficient solutions to various wealth management issues. Additionally, he is able to focus on personal and corporate solutions while addressing needs related to estate preservation, excess taxation and farm and business succession planning.