Dave believes that like a lighthouse, it is his responsibility to guide you into the calming harbours to provide you with the protection against death, disability and loss of investments through improper risk management or tax structures.

It is “difficult” to detail our services as we always try to adapt an approach that is unique to your needs.  As stated earlier, give us a call and we will be glad to better understand your situation and come up with a financial plan that is best for you.