I have recently joined a collective of other Winnipeg-based professionals to help provide a single point-of-contact approach for succession planning. Our group includes financial planners, accountants, insurance advisers, lawyers and investment managers who specialize in comprehensive succession planning.
This approach was established to ensure you hear one voice and executing from one plan to ensure your legacy will carry on and still impact your community. You can have peace of mind that moving onto the next phase of life will be a seamless transition and that your decades of hard work has paid off.
If you are thinking of making a change in the near future, or to learn more about our group, please visit us online.
President, Platinum Books & Five Star Accounting