What We Do

“A man who does not plan long ahead, will find trouble at his door” 
Confucius 551BC – 479 BC

 

After more than 15 years in this business in Milton, Stan finds that most people spend more time planning their summer vacations than they do their future. As a result, goals are not clearly defined and there is no plan in place to target them. We help you define your goals and then make sure there is a process to achieve them.

Your vision is the objective.  Stan's expertise brings targeted action. Together we make your dreams come true.

  • retirement planning
  • estate planning
  • tax savings strategies
  • business consulting services
  • succession planning

 

Please contact me today for your no-obligation consultation. I look forward to helping you and your family.
Stan Peirson 905-878-8059  #100