604-880-9589 jack@jackshaffer.com


With decades of experience, much of that in the corporate insurance market and high net worth individual estate planning, I can assist you in providing your client with an effective and strategic corporate estate plan. Consulting services include:

For business: 

Shareholder agreement funding

Family business succession planning

Immediate financing arrangements

Corporate estate transfer

Corporate insured retirement programs

For high net worth individuals:

Estate Succession Planning

Reducing the cost of settling your estate

Wealth optimization plans

Legacy planning