• Tax efficient retirement and estate planning strategies for both individuals and business owners

  • future planning takes solid experience

  • “I have known and worked personally and professionally with Gord for the past fifteen years. From a professional standpoint, Gord brings a unique approach to dealing with customers and clients by providing advice and solutions that are tailored to the client's needs and have only their best interests in mind.”Lee S. Bass
  • “Experienced, knowledgeable, committed to proactive service and simply good to work with, Alejandro is a rare find. He provided the insights, framework, and experience I needed to establish a savings and insurance program that I was confident in, understood completely, and could rely on.”Aaron Brady

we understand thatno two clients are alike