STRATEGIES

About

Jack is a graduate of the Family Enterprise Advisor Program given by the Sauder School of Business at UBC. He has lectured extensively to professional groups including the B.C. Institute of Chartered Accountants, as well as individual accounting and legal firms. He is co-author of, and has been instructor for, both the introductory and advanced life insurance courses for the Canadian Institute of Chartered Accountants. He often is called upon to provide expert opinion or testimony in legal disputes involving life insurance or advisor conduct.

STRATEGIES

Corporate Insured Retirement Program

Shared Ownership Critical Illness

Estate Bond

Planning for Professionals

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