Sr Partner Estate and Succession planner and Wealth Specialist at Trailane Financial - Calgary, AB, CA
We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to enhance and provide our clients with the most complete advice.We help you plan, to allow you to work in your business and focus on your client's/patient's; while working on your business systematically and consistently through every phase.