Blog Archives

Joan Cosby

For over 14 years, Joan Cosby has been assisting individuals, families and business owners achieve a successful balance between their financial goals and philanthropic objectives. With a strong background in Canadian tax law, Joan helps to develop strategic estate plans that include both efficient wealth transfer and effective charitable giving strategies. To date she has

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Jay Stark

Jay Stark has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes for more than 18 years. His presentations further expand on these key strategies and take full advantage of the tax incentives our government has created to encourage charitable giving. His counsel and expertise have

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Brad Willems

For over 25 years Brad Willems has assisted families in implementing tax and financial strategies that maximize their inheritances and philanthropic intentions. He is a sought-after educator and has appeared on Global TV and PBS where he has discussed a variety of topics, including planning initiatives available to families and business owners. Brad puts into

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Jeremy Hampson

Since 1996 Jeremy Hampson has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes. At the same time he has helped redirect over $20M of those taxes through the strategic implementation of philanthropic planning strategies. Having grown up with an intellectually handicapped sister, Jeremy has firsthand

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Tina Tehranchian

Tina Tehranchian believes in giving back and improving the lives of her fellow Canadians through her volunteering, teaching, presentations and consulting. Since 1991, she has been advising individuals, families and business owners on how to implement advanced planning strategies to reduce income and estate taxes while at the same time increase their overall income. Her

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Franco Caligiuri

Franco Caligiuri is a nationally recognized financial educator and consultant, specializing in estate and charitable tax planning. His counsel and assistance have saved over 900 Vancouver households approximately $30 million in taxes. Franco has had numerous articles appear in publications such as “Money Sense” and “Business in Vancouver”. Franco serves on the board of the

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Ryan Fraser

Ryan Fraser is a nationally known Planned Giving expert with an extensive background as a leader, volunteer and founder of many charitable organizations. Fraser combines a unique background and skill set that bridges both the estate planning and charitable industries. He is a past Chair of the Canadian Association of Gift Planners (CAGP) London Roundtable,

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Glenn Stewardson

Glenn Stewardson has been in assisting people with building their comprehensive wealth plans since 1994. He is driven by a desire to encourage people to enjoy a wonderful rich life. Glenn is an educator at heart sharing ideas and specific strategies that enhance income and save taxes. He has presented numerous seminars and workshops in

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Mike Skrypnek

Mike Skrypnek, author of three books on philanthropy and financial growth including his recent, “Big Impact Giving – for Canadian Baby Boomers”​ and “Big Growth, Big Impact”​ all available on www.amazon.com, is Canada’s leading authority in guiding high net worth families and entrepreneurs. His Big Impact Giving™ Process makes estate and legacy planning purposeful. Over

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Keith Thomson

Keith Thomson is an internationally recognized financial educator, author, and consultant, specializing in estate and charitable tax planning. Keith has authored the book, “What Was Your Great Grandmother’s Name? Fifty Thoughts On How Canadian Philanthropy Can Transform You, Your Family And Your Community”. His numerous articles have appeared in publications such as The Globe and Mail. Keith’s presentations

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