Education & Qualifications:
B.Comm. Saint Mary\'s University; M.Ed. Life Long Learning, Mount Saint Vincent University; TEP; MTI; CFP; FCSI; CIM; PFP
Areas of Specialty:
Trust and Estate Planning and Administration; cash flow planning
Professional Membership - Activities:
Society of Trust and Estate Practitioners
clients 40 + who need assistance with planning and organizing their estates or are named Executor or Trustee and would like assistance in the process.