Senior Financial Planner
Now is your time to live life and have fun
Let us make life planning easy for you.
You love your children…..and your grandchildren
Our planning incorporates helping your family and the next generations.
Life is complicated, so is Wealth
We think about your financial planning 365 days a year, so you don’t have to.
Helping your community be a better place
Our planning includes philanthropy and magnifying your gifts to the charities you love and support.
Now is the time to turn this into a reality for you and your loved ones!!
Rich In The News
What is a legacy gift? Are there tax benefits? How can I make a gift?
VGH & UBC Hospital Foundation I 2025-09-13
Rich was invited to answer key questions about legacy giving and help raise awareness about leaving a gift to charity in your will.
Legacy gifts are a fast-growing area of support for Canadian charities. Canada is now 3rd in the world for people leaving charitable gifts in their will. Something Canadians can definitely celebrate!! Check out the video.
How to take advantage of the best tax incentives in the world for your charitable donations.
Royal Columbia Hospital Foundation Magazine I Winter 2025 Edition
Rich shares strategies in his latest article to help people donating to charity take advantage of the world's best tax incentives for their charitable donations. The article is featured on page 9 of "Your Health Matters" by The Royal Columbian Hospital Foundation.
Donate to Charity & Lower Your Taxes
Laurie Fox, Director, Will Power Campaign, Canadian Association of Gift Planners (CAGP) I 2024-06-24
Will Power is a campaign to help provide Canadians with information around giving a gift to charities in their wills. As a partner and someone who really supports this campaign, Rich was thrilled to be interviewed by Laurie Fox, Director, Will Power Campaign, Canadian Association of Gift Planners (CAGP). Check out the video: Donate to Charity & Lower your Taxes
Charitable Giving Strategies for Your Will
Technology for Living I 2024-06
Check out the article on page 13 of Technology for Living's recent newsletter. As a Philanthropy and Financial Planning Expert, Rich was interviewed and shared valuable insights and tips on estate planning and leaving a legacy. Read the article here: Charitable Giving Strategies for Your Will - on page 13.
Is Cash Making a Comeback?
Morningstar.ca I 2024-03-05
Morningstar's journalist, Ashley Redmond, recently contacted Rich. As a Senior Financial Planner and Financial Expert, she sought his insights regarding a recent study that uncovered an unexpected increase in cash transactions. Read the full article here: Is Cash Making a Comeback?
Our Guiding Values
Purpose
Let us align your financial plan with your values and the reason you are here.
Family
Family is everything, so let us incorporate them into your planning.
Community
Sharing in your success with the less fortunate and improving your community is important to you. Planning for this is one of our favourite things.
Clarity
Planning with clarity illuminates where you are going and makes decision making easy.
Special Report - Create Your Family’s Philanthropic Plan: 6 Key Steps to Consider
The Most Commonly Asked Questions:
Am I making smart decisions about my money?
How do I help my children now and in the future?
How do I reduce my taxes?
How do I give to charities now and in my will?
When life happens, who's there to guide me?
