Phone numbers:

  • British Columbia: 250-423-9829
  • Alberta: 403-660-7315

Strategies for estate planning

Another video appearance on Brian Manko's Rocky View Entrepreneur Series.

We talked about the preservation of assets using insurance products. Recreational properties, capital gains liability, funding the buy/sell among children, insurance trusts, and types of insurance for estate planning are covered in this interview. Watch this video to learn more.
 

 

Buy-Sell insurance

Recently, I made a guest appearance on Brian Manko's Rocky View Entrepreneur Series.
Watch this video to learn more about Buy-Sell insurance.
 


 

 



 

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