I don't replace your accountant, lawyer, or existing financial advisor—I work alongside them to ensure your complete financial plan is coordinated. Most business owners have advisors working in silos. I bridge that gap with strategies like CDA planning, HSAs, and coordinated estate planning that require teamwork. As an MDRT & Court of the Table advisor, I'm in the top tier of financial professionals globally.

Because the biggest factor in maximizing the Lifetime Capital Gains Exemption and minimizing tax on sale is time and planning. Recent capital gains tax changes mean two-thirds of gains above $250,000 are now taxable. Without advance planning, you could lose 25% or more to taxes that could have been reduced or deferred. The longer you wait, the fewer options you have.

Your accountant is focused on minimizing taxes on last year's income—and they're great at that. But most accountants don't coordinate strategies like Capital Dividend Account planning, Health Spending Accounts, RRSP Meltdown strategies, or estate planning for corporate assets. I work with your accountant to implement these strategies, making their job easier and your outcomes better.

The Tax Extraction Trifecta breaks down the exact strategies Alberta business owners are using to save hundreds of thousands in taxes. You'll learn how the Capital Dividend Account works, how to structure withdrawals for maximum cash flow, estate planning strategies beyond probate, and why coordination between your advisors is the missing piece. The video walks you through real examples.

You'll receive the Tax Extraction Trifecta PDF immediately via email. You'll also get access to my calendar to book a free strategy session. During the session, we'll review your corporate structure, identify opportunities you're missing, and create a custom plan that coordinates with your existing accountant and lawyer. No obligation.

The initial strategy session is completely free with no obligation. We'll review your situation and show you what's possible. If we're a good fit and you want to move forward with coordinated planning, we'll discuss next steps. My clients don't come to me for products—they come for strategies to protect what they've built.

I work with incorporated professionals and business owners across Alberta. Most of our coordination happens virtually, though I'm happy to meet in person if you're in the Edmonton area. The strategies work the same regardless of where you're located in the province.

If you're an incorporated professional or business owner with $25,000+ in retained earnings, you likely qualify. The strategies I implement work best for those with corporate structures, significant assets, or complex tax situations that require coordination between multiple advisors.