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Justin is a committed and resourceful financial planning professional with over 20 years experience in various areas of finance ranging from Banking, Credit, Accounting, Treasury and Tax. He specializes in helping families and business owners feel confident about their financial plans and group benefits, while answering the bigger questions that are top of mind for Canadians, such as:
FOR FAMILIES
• Am I saving enough for retirement?
• Is my RRSP delivering the returns I need?
• How can I minimize the impacts of market volatility, tax, and inflation?
• Am I in the right asset allocation mix? Is my portfolio appropriately diversified?
• Have I reviewed my risk management strategies – is my family protected?
• What is the most tax efficient way to access my retirement income?
• What clawbacks could I be subject to?
• How can I plan for long-term care and healthcare costs?
FOR BUSINESS OWNERS
• How do I best exit my company when it’s time to retire?
• Are there tax strategies being left on the table?
• Do I have an attractive group benefits package compared to the competition?
• Can I get a better group benefits plan for less?
• Have I reviewed my risk management strategies – are my family and business protected?
FOR LEGACY PLANNING
• Will my estate be hit by a large tax liability?
• Will my beneficiaries get everything I intend to leave for them?
• What if I become mentally incapacitated?
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