My mom taught me something important…something that would frame and guide how I went through life. She said, “There are three types of people in the world: those that let things happen, those that watch things happen, and those that make things happen.” And it was clear that she wanted me to be someone that made things happen.

I took that lesson and charted one of the most unique ways to serve people in retirement – a true “one-stop shop” that can handle every from taxes to trusts and from investments to income…all under one roof, working with one team. After about ten years into being a lawyer, I realized that the right way to serve my client families was to give them all of the resources, counselling, leadership, and support. Give them everything I could give them, and everything they needed, where all they had to do was dial one phone number – and, where they could walk away from every meeting knowing that the best in life was yet to come.

You see, I realized that the true outcome of our work wasn’t in the details of our Transformation™ Plan or any of the tools that we use to create income or management investments…no, the true outcome was in knowing that the next 10-20-30 years after working together were going to be the best years of your life.

And that’s what I believe: I believe that you deserve to have the last part of your journey be the best part of your journey. And spend every day knowing that today is great, but tomorrow is going to be even better.

As for my Great Life? Well, it’s a goal that I share with my wife – my best partner – which is: I want my three sons – Aidan, Lucas, and Dylan – to tell me, sometime in their life – we have been their best coaches. mentors, and leaders. If I get that…I’ll have lived my best life.