My focus for 2011 is a more specialized approach to financial planning providing research, resources, education and reaching out to your goals.

The focus on retirement will be have enough money, sustain it for life and keep up with inflation with connections to estate planning.

On the business front, I will be concentrating on succession planning and using tax effective and growth concepts using the corporation and holding companies to maximize money, tax and income. Having been in this business for almost 30 years, I would also like to educate more people on critical illness insurance and TFSA's. We have developed a great team with lawyers, accountants, realtors, mortgage associates along with my administrative/marketing assistant, Sue Haviland, to provide value, help and education and resources to work with along with me to help you. My time and value is spent with you and accomplishing your goals.

I would like the opportunity to meet with you over a coffee, tea or lunch. My goal this year is to incorporate by the end of the year.