Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.

Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.