My focus is on business owners looking to divest their business interests in order to fund their retirement. I will assist you in preparing your business for sale and securing the best price available in the market place. 

Once the sale of your business is secured, I can offer you and your family financial planning and investment management services through my registration with an OSC regulated portfolio management firm (completely unrelated to Century 21 Heritage Group Ltd). Together we can identify your financial goals for retirement and legacy plans. Once identified I will design a portfolio of assets that will help you meet those goals.