I am a retired partner in an international public accounting firm. I am interested in financial planning and products and processes related to that. I have found that many people go through the motions of financial planning without a clear understanding of the strategic purpose and tactical environment. These people underachieve.
My training and experience gained in public accounting, life insurance agency operations, and consulting services relating to retirement planning, estate planning, business transfer and succession questions helps me to provide guidance, products and full communication with other professionals.
My purpose is to develop, present and explain methods to achieve more income and larger capital values using tax advantaged structures, products and methods.
I can presently be found at The Protectors Group, a large personal insurance, employee benefits and investment agency in Peterborough Ontario. In that situation I work with individual clients to help them achieve their financial goals.
When not working with clients I like to use well developed written and presentation skills in the areas of seminars, keynote addresses, short articles and research documents.
I have developed and presented seminars and course material for a wide variety of organizations ranging from The CIBC to BDC and from the Ontario Federation of Agriculture to The Canadian Bar Association.
Teaching experience includes lecturing at community college, various insurance industry professional development courses, and professional development courses for the Ontario Institute of Chartered Accountants.
I have participated in more than 50 television shows related to financial planning and have authored more than 1,700 articles on taxation, financial planning, business management and insurance.
Specialties: Business structure, business continuation planning, personal estate structures, strategic planning, life and living benefits insurance.
Margaret and I have 4 children (all grown) and 6 grandchildren.
Contact me at firstname.lastname@example.org or 705-748-5181 x225