Do you own a blue-collar business?

I’ll help you turn it into Blue WealthTM.

I help blue-collar business owners optimize their businesses and personal finances to transition into their vision of retirement within 10 years.

10 YEARS TO BLUE WEALTH

10 Tips to Maximize Blue-Collar Wealth

Tips on business monetization, financial planning, retirement
preparedness, and how to simplify work, money and life.

10 Tips To Maximize Blue Collar Wealth

Have you considered when you’ll be able to retire? Who will run your business? Who will purchase your business? Is your business worth anything? What you will do to keep busy? What will your retirement cash flow look like?

Your Financial Life

Understanding your complete financial life can be complex, especially when you own a business. I’ll take you through it step-by-step asking you important questions along the way. This will help you progress through a logical financial planning process; one you’ll understand and enjoy.

Your Financial LIfe

Turn your blue-collar business into your retirement dream – Blue WealthTM.

How to STOP Working and Retire

Their are two main reasons why successful Blue-Collar Business Owners™ delay their transition into retirement. 1) They have not yet discovered how they will spend their time in a meaningful way during retirement, and 2) They aren’t sure if their assets will provide them the retirement income they will need and want. Read more.

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Blue-Collar Business OwnerTM
Educational Video Series

Each month I’ll add educational videos about making smart decisions in your life and blue -collar business. I reflect on work, money and life. I will discuss key planning opportunities to turn your blue-collar equity into your retirement dream: business value, business transition, selling your business, defining your idea of retirement, managing wealth, understanding the nuances of wealth creation and protection and so much more.

Ok, I’m ready to talk. Let’s connect.

We understand you’re pressed for time and that speaking to a financial advisor may not be at the top of your day-to-day list. Yet here we are. You’re intrigued and I’m ready to ask, and answer, some important questions about your work, money and life.

As a financial advisor I serve blue-collar business owners from our office in Barrie, Ontario. I also serve clients in neighbouring communities including Newmarket, Orillia, New Tecumseth, Orangeville, and Aurora.

My “Blue Wealth” program is also available across Ontario through online and telephone meetings.

I help with financial planning, retirement planning, estate planning, investment management, risk management, business exit planning strategies, succession planning, and positioning in the selling of blue-collar businesses.

Financial solutions I recommend in our written Blue Wealth financial plans (financial blueprints) include investments, retirement income strategies, asset protection, estate planning, inheritance planning, life insurance, cash flow and debt management, and health spending accounts. I offer a broad range of financial products including RRSPs (registered retirement savings plans), RESPs (registered education savings plans), TFSAs (tax free savings accounts), life insurance, disability insurance, critical illness insurance, group benefits, employee benefits, mortgages and HSAs (health spending accounts).

You can reach me at: (705) 434.0562 or by email on my Contact Us page.