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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Michael Caldwell

For the past 25 years, Michael Caldwell has been assisting seniors and retirees achieve their retirement goals. With over 40 years’ experience in the financial industry, Michael has helped individuals dramatically reduce their income taxes, avoid estate taxes, manage their portfolios, and most importantly, protect their estate values for their loved ones and those causes

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Chris Winrow

Chris Winrow has been sharing advice on how families across Canada can protect their assets for 18 years.   He started his career as a lawyer and developed his expertise advising business owners, managers and executives before realizing that the same solid advice had value for all retirees and near-retirees regardless of vocation. Chris began speaking

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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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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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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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