Author, speaker and wealth educator. Certified Financial Planner (CFP)
Assisting people to create Legacy Gifts and Zero Tax Estate Transfers. Making an impact on family, friends and causes that they care about and want to make a difference with their wealth.
CAGP -Canadian Association of Gift Planners Financial Planning Standards Council
People who are seeking tax planning advice to create lasting meaningful Legacy Gifts with their wealth. Gifting assets is a tax efficient manner that benefits the People and Causes that they care deeply about.