Who are my clients?

​My clients come from all walks of life; from university students to retirees. However, I specialize in working with female business owners who are looking for ways to protect and grow their businesses and their families. My other area of specialization is retirees. I especially enjoy helping seniors optimize their retirement plans to ensure they can make the most of their years of hard work while not worrying about outliving their money or leaving their families with a tax burden!