If you’re looking to create, protect and preserve wealth, Corey’s got you covered. With tax, estate and succession being his main focus, Corey identifies individual opportunities by uncovering financial unknowns. Now In his 13th year in the industry, Corey holds his LLQP, CFP and CLU. His Focuses Are: Financial Planning Insurance Planning Estate Planning Tax Planning Succession Planning Corporate Planning Inter-generational Wealth Transfer Child Insurance Planning
(647) 680-3488
M&D Succession Limited
EG
Toronto, ON L9N 0R4