Structured Transitions for Business and Wealth

For Business Families, Business Owners and Executives

Testimonials

  • My experience with Keith has been extremely beneficial. Keith helped me successfully set up a tax–effective succession plan for my business, combined with a personal estate and tax plan. As a result of working with Keith, I will be able to retire worry–free. I highly recommend Keith's services to anyone who wants to set up an estate plan.
    George Vermeulen
    - Retired Owner, Ampco Manufacturers Inc
  • My experience with Keith has been both in my company with life insurance and company benefits, as well as personally for family estate planning. As a result of working with Keith our company group benefits costs have been reduced while improving our employee benefits. Keith’s recommendations make our company and family financial planning easy.
    Vic Rollins
    - President and CEO, Rollins Machinery
  • My experience with Keith has been excellent. Keith helped me successfully wade through complex plans to find the best combination of protection for my needs at the best price. As a result of working with Keith, I have the security I need for myself and my family in the event of a catastrophic occurrence. I would recommend Keith to anyone.
    Murray Smith
    - LLB Chartered Arbitrator, Smith Barrister