Financial Freedom Is Merely Organized Common Sense
Enjoy your preparations for Christmas and your celebration tomorrow.
Who knew your pets want to be involved too?
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I build strategy and fact-based estate and income plans. The plans identify alternate ways and alternate timing to achieve both spending and estate distribution goals. In the past I have been a planner with a large insurance, employee benefits, and investment agency, a partner in a large international public accounting firm, CEO of a software start-up, a partner in an energy management system importer, and briefly in the restaurant business. I have appeared on more than 100 television shows on financial planning, have presented to organizations as varied as the Canadian Bar Association, The Ontario Institute of Chartered Accountants, The Ontario Ministry of Agriculture and Food, Banks – from CIBC to the Business Development Bank.
Be in touch at 705-927-4770 or by email to don@moneyfyi.com
Very Nice. Hopefully you & Margaret get to visit with grandchildren, over the holidays.
Merry Christmas Don. Jaymes
Hi Jaymes. Thanks for the thought. We have seen the older two. Probably not the others this year. Merry Christmas to you and the family. I hope Santa is well taken care of this year. Best