What We Believe
We believe that governments and big financial institutions have been over-stepping the amount of money that they have been taking from your pocket.
- We believe that your earnings should be taxed only once and not multiple times.
- We that believe that taxes are at historical lows and there is the risk that you could be paying more in taxes at retirement.
We believe having after tax savings is more valuable than a dollar that is in a government shared qualified retirement plan.
- We believe that lost opportunity with your after tax savings and dollars has the greatest potential in preventing you to have the most assets at retirement.
- We believe that government debt is not sustainable and we believe that one ought to explore strategies for wealth preservation.
Marc Boesener- Financial Professional and Principal
Marc has 35 years of experience in the financial services industry. His experience includes working at Merrill Lynch and VP of sales with a Mutual Fund Investment company prior to going public on the exchange. This experience has been instrumental in creating a client centred practice driven to help clients build and protect their wealth. Marc’s approach is to provide unbiased, objective, independent advice for his clients so they have the best strategies in place. He has also surrounded himself with strategic partnerships for clients requiring advanced advice on trust and family legacy planning for the most effective tax mitigation strategies.
Dawson Boesener – Financial Advisor
Dawson is a licensed financial planner who has been working in the financial service industry for over 4 years. He has a degree in financial services and has accumulated experience with insurance and investments with the family practice. Dawson has also attended training conferences in the USA and Canada to broaden his experience.
Helping people achieve financial security is something that Dawson is very passionate about. He cares most in guiding individuals with honesty and proven strategies based on each client’s unique situation.
