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About Jack
I've seen firsthand what happens when people don’t plan ahead financially – how it can burden their own lives and of those they hold dear. My priority is to build the financial strategies that help you save on taxes, live the retirement you've dreamed of, protect your family from financial strife and leave a legacy for those who matter.
The clients I serve – both those building wealth and recent retirees – tend to have sophisticated needs. They may be young professionals managing multiple goals of a busy family, business owners juggling responsibilities for both their business and personal lives, retirees...
The clients I serve – both those building wealth and recent retirees – tend to have sophisticated needs. They may be young professionals managing multiple goals of a busy family, business owners juggling responsibilities for both their business and personal lives, retirees...
Focus Areas
- Business owner considerations
- Wealth strategies
- Retirement savings strategies
- Estate and legacy strategies
- Intergenerational planning
Personal Interests
- Soccer
- Snowboarding
- Traveling
- Outdoor Enthusiast
- Cooking
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Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
VictoriaMore to explore
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Setting your path
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