/ Creating Financial Blueprints for a Better Tomorrow
Helping Individuals and Businesses Achieve Their Goals Through Strategic Planning Innovative Solutions Expert Guidance |
I am a seasoned business professional with over 35 years of personal business experience. I am supported by a trusted and highly specialized group of senior planners in addition to specialists such as lawyers, accountants and tax advisors who work together holistically in my client’s best interest. I work with families, business owners & individuals, and an experienced team that can provide advice and a plan to implement appropriate tax efficient wealth creation and asset protection strategies in a way that is simple to understand, and implement.
We specialize in the following:
› Business Owner Retirement Solutions
› Estate and Generational Planning
› Estate Dispersements
› Business Succession, Selling or Transitioning
› Probate & Estates
› Charitable Giving Strategies
› Trust Planning
› Will Planning
› Group Benefits
› Key Person Insurance
› Buy – Sell Planning and Funding
› Corporate or Personally Owned Life Insurance
› Corporate or Personally Owned Critical Illness
› Income Protection Insurance
› And Much More
Personal Planning
Protecting you and your loved ones
Our highly trained licensed professionals are committed to providing needs-based advice with well-researched solutions.
Free consultation services.
Individual & Family plans with benefits such as early payout and premium cashback
Research-based guaranteed retirement portfolios.
Guaranteed growth-oriented strategies and access to scholarship plans.
Health & Dental plans that reward you for healthy living.
Access to a secure digital platform allowing for unlimited revisions and updates.
Business Planning
Grow your business the right way
Protect and grow your bottom line by having one of our Business Owner Specialists uncover opportunities to unlock the value in your business.
Invest in your employees by setting up a tax efficient health & retirement benefits program for your employees.
Take advantage of strategies that can significantly minimize your tax bill when drawing on corporate assets during retirement.
Transfer assets to your heirs and beneficiaries by leveraging tax-efficient strategies.
Protect yourself and your employees from income loss should an illness or injury prevent you from working.
Customized plans for startups.
Educational Network
Curated Financial Learning Platform
Our subscription-based platform offers you a curated online forum with classes, videos and exclusive content where you learn important concepts that will make a lasting impact on your finances.
On-demand access to a library of videos and courses where you learn at your own pace and schedule.
Connect with a local licensed financial professional to answer your queries with a prioritized response time.
Enjoy discounts on your favorite automotive, entertainment, health, wellness, retail and travel purchases.
Introduce your friends and family to trusted service providers while receiving rewards on successful referrals.
Stay up to date on market-moving news, major government policy announcements and commentary on financial topics.
Career Opportunities
A network designed for your growth
Join our growing network of financial services professionals across the nation building a scalable business
Access to all of Canada’s major insurance and investment firms.
Powerful exclusive back office designed for Eau Claire Partners.
A client-focused training model with minimal administrative hassles.
Low overhead frees you to expand nationwide.
Own your book of business. 100%. From Day 1.
A career exit program that rewards your efforts.
Ready to Talk About Our Available Plans?
Let's schedule a chat and find the best fit for you!
Financial Blueprints for a Better Tomorrow Everyday Success Personal Empowerment |
Help Us Help Others, Refer a Friend!
Help your loved ones be fully protected and insured.
Powerful Alliances
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