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PLANNING IS THE KEY
At Maximum Estate Solutions, I am committed to providing strategic recommendations which will protect your family and increase the value of your estate for your heirs. Depending on your requirements, I will either help you manage a wide range of risks and exposures and/or maximize the after tax value of your estate. I founded my company in 2017 in order to provide insurance and tax solutions for individuals and companies. Contact me today to schedule an appointment.
Services I Provide
Whether you need insurance for your business or personal life, I have the experience to help you craft and implement the strategy that’s right for you. As a true brokerage, I can utilize any insurer in Canada which means unprecedented access to whatever products are most beneficial and cost effective for your situation. I am committed to providing you with the best insurance solutions for your unique circumstances.
Family Security
Lowest Priced Term Insurance...Guaranteed!
Critical Illness Insurance
Disabilty Insurance
Corporate Insurance Solutions
Fund Buy/Sell Arrangements
Key Man Insurance
Group Benefits Consultation
Advanced Retirement and Estate Planning
Retirement, Tax, Legal and Insurance Planning  and Advice
Whether you are trying determine if your spouse and children are secure in event of sickness or death, want to know if you are on track for your desired retirement or need advanced tax planning to maximize your estate, I can provide you with the most effective solutions. Please contact me for an initial consultation to determine if you feel I can be of service.
Who I Am
At Maximum Estate Solutions, I am committed to excellence in planning. Since joining the industry in 1991,I have earned the industry designations of Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®)​. Through years of practice I have gained valuable experience and insight which I bring to every client engagement. While working first for a large Canadian Insurer and then almost 20 years at a large Canadian Bank, I have helped more than a 1000 families achieve financial security and independence. Learn more about what I do by scheduling a free consultation today.
All About What I Do
We Take Care of You
I created Maximum Estate Solutions to satisfy the need for relevant, quality financial advice and products. Since 1991, I have been committed to finding better ways to serve my clients. Philosophically, I believe that a holistic approach to financial planning will yield the best results for most clients.
To that end, I have aligned myself with a financial intermediary that provides advanced tax and legal support. I have also cultivated relationships with a number of professionals in the accounting and legal community for consultation in more complex situations. With a commitment toward quality, I have invested in state of the art Financial Planning software. This allows me to accurately model retirement and estate scenarios for clients, heightening awareness of their current situation and providing a map for the future.
From experience, the final piece of the puzzle that is required is an investment firm that will assist in meeting your wealth accumulation and retirement income goals. I have a referral arrangement with Toronto based Newport Wealth, one of Canada’s largest independent wealth management firms for high net worth families. With approximately $2.3 billion assets under management, the firm is known for its unique and diversified investment platform that has produced a stable, long-term track record with lower volatility than the index. Newport provides a comprehensive wealth management experience for my clients, should the need exist. They will provide high quality, discretionary portfolio management.
Get In Touch
Contact Maximum Estate Solutions today! We want to take care of you and have the expertise to do so. Engage in my dynamic planning process and I will tailor solutions specifically suited to you.
Address:
171 Lynhaven Street | Fredericton NB |Â E3B 2V3
Email:
Phone:
(506) 470-0844
