Paul DeJager, MBA, CFP, CLU, CHS Estate Planning Specialist Paul is a valuable member of Trevor's team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management issues.
Comprehensive Insurance Planning Working closely with Trevor, Paul employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions. Paul can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Paul evaluates various insurance offerings from Canadas top-ranked insurance providers.
Sharon Avery, LL.B. Will & Estate Consultant Sharons role is to work with and support Trevor by providing you with information on structuring your estate in an efficient and tax-effective manner.
Following your meeting, Sharon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Mary Ellen Isenor, CA, CFP Financial Planning Specialist
At RBC Dominion Securities, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning.
Personally prepared by Mary, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy.
Marys role is to work with and support Trevor in preparing and presenting comprehensive Compass Financial Plans for high net worth clients.