Insurance & Estate planning Specialist
Larry has been helping families and small businesses build and protect their wealth for over 25 years. During this time he have worked in accounting, taxation, investments and insurance but concentrated exclusively on insurance and estate planning since 2005.
Larry attained his Certified Financial Planner designation in 2004 and became a Chartered Life Underwriter in 2009. He is a HollisWealth Endorsed Insurance Specialist, one of a small group of insurance advisers across Canada who has been entrusted by HollisWealth to provide insurance support to advisers and their clients.
Insurance has unique wealth management applications including tax free benefits and tax sheltered growth. It can help you preserve such things as your income, your estate and your business. Larry’s professional knowledge and experience make him perfectly positioned to understand how creative, cost and tax effective insurance strategies can provide solutions to these challenges.
Specialties include life insurance, disability insurance, critical illness insurance and Long Term Care Insurance as well as annuities.
Larry was born and raised on a farm in Peterborough, Ontario, and remains a country boy, living in rural Ottawa with his wife and four daughters.