Expert strategies for wealth preservation and maximization

A wealth advisor since 1991 and an FP Canada™ Fellow, Tina is an expert in wealth planning for business owners as well as in devising charitable tax planning strategies and helping philanthropists multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.

Tina has been referred to as an “expert” and “veteran” financial advisor by the likes of The Globe and Mail, The Toronto Star, and BNN Bloomberg, and is regularly consulted by these and a host of other acclaimed publications and media outlets such as The Wall Street Journal, The National Post, and the CBC, amongst many others.

In 2024, Tina was appointed to the Order of Canada. She has also received recognition for her work from numerous other authorities, including Women in Finance Canada and the Women’s Executive Network (WXN), which listed her as one of Canada’s Top 100 Most Powerful Women in 2020. More recently, Tina was listed as one of the Top 50 Leading Women in Wealth (2023 and 2024) and a 5-Star Advisor (2024) by Wealth Professional.