Marilyn has over 10 years of experience advising clients and financial advisors on succession, tax and estate planning solutions for business owners and high net worth individuals.
Marilyn brings a wealth of knowledge and technical expertise in corporate restructuring, trusts and wealth preservation to business owners’ planning strategies.
Marilyn ensures that the business owner and their family needs are integrated and individualized for their particular circumstances resulting in increased tax efficiencies, clarity and peace of mind.
Marilyn holds a Chartered Professional Accountant designation as well as Certified Financial Planner, Chartered Life Underwriter and Registered Trust and Estate Practitioner designations and is a member of the Canadian Tax Foundation, Advocis and the Conference of Advanced Life Underwriting (CALU).
Michael has over 9 years experience advising private clients and business owners on his comprehensive investor alignment model.
His experience in designing, consulting, and bringing to market investment structures, has been pivotal to the development of the 100% Investor Alignment Model. This unique market specialty has provided a powerful education platform for clients and advisors.
With a diverse background in sales Michael has held many positions with fortune 500 and private companies from a National Account Manager to Vice President of Sales. The underpinning of his training and success has always upheld a client first methodology.