We encourage you to take advantage of our company’s strategic alliances. Our established network of experts will help you to design a customized plan. These strategic partnerships with top fund companies and managers help us to educate and empower you, as well as keep you informed about potential challenges you might face.
This network of strategic alliances also includes a number of expert legal and tax professionals who can provide advice and assistance concerning complex estate planning matters.
Meet the Team
Bruce Carbert is a graduate of University of Toronto and has over 30 years experience in the financial services industry. Bruce has an extensive background in the Retirement and Estate Planning areas, and has been a member of the CALU Issue Groups for Corporate Owned Life Insurance and Retirement Planning.
He has also been a speaker to a number of industry and professional groups on issues related to estate planning for business owners and business succession.
Bruce’s success in the financial services industry involves understanding the clients’ financial position today, understanding the objectives for a succession and retirement exit, developing a strategy for the client and with this information, Bruce will help implement the plan. Most importantly, he holds semi annual follow up meetings to help coach the client to his exit plan.
More to come…
Strategic alliances help us serve you better!