Clients have worked hard to build their assets and it is important that assets are distributed to the desired heirs and transferred as inexpensively as possible. Scott Wolfe works with clients to solidify their estate goals and provide a liaison with legal counsel. Estate Planning encompasses much more than drafting a Will and a Power of Attorney.

Effective Estate Planning allows clients to plan for themselves and their loved ones without giving up control of their personal affairs. We can help minimize taxes and legal fees as well as protect assets from creditors, allowing clients to get the most out of life while planning for the security of loved ones.

Integrated FinancialPlanning

Retirement Planning
Estate Planning
Risk Management
Investment Planning
Tax Planning

Estate PlanningTeam Members

Danielle Doan, CA, CFP
Chartered Accountant

Kimberly Dufaj, CFP, CLU
Financial Advisor

Brad Sarna, CFP
Financial Advisor

Alex Stewart
Financial Advisor