The Wealth Advisory offers 25 years of experience in life insurance, trust, pension and estate planning using a unique values-based approach.
Our mission is to help successful Canadians make intelligent choices about preserving and protecting their wealth.
To learn more from our clients' perspective, please read our stories.
A unique knowledge of our clients.A unique knowledge of the estate planning process.A unique knowledge of tax-effective life insurance solutions.
Understanding Our Clients
Are You Trapped in Eternal Planning?
The Personal Mission Profile™
Colin Brown Insurance Services Ltd
Our Advisory Council
Goodbye to Single-Purpose Corporations
Effective January 1, 2005, the Canada Revenue Agency (the “CRA”) has reversed its long-standing...
Did you know that if you die without a Will in Ontario, are married, have children and your assets are worth more than $200,000......