During an annual meeting, Jeff identified a gap in our wealth management strategy and strongly advised that we review our risk management as part of our financial planning. Together with an insurance specialist, Jeff’s team was able to implement a comprehensive life insurance, critical illness and disability strategy.  Not only does it protect us from loss of income, but Jeff was able to customize the policies, so they fit our unique needs while saving money on our premiums. Lastly, Jeff’s suggestion to pay the premiums corporately rather than personally provided us with unique tax savings. I would definitely recommend him to others requiring income protection.