Wealth Creation Concepts is an independent High Net worth advisory firm specializing in wealth building, risk management, insurance and estate planning solutions.

Our team of experts works with clients and their professional advisors to to preserve and transfer wealth on a tax-advantaged basis, utilizing a variety of insurance, real estate and investment strategies.

Our experience in working with wealthy multi-generational families and businesses results in a process that clients can rely on for their wealth creation and preservation.

We have developed professional strategic alliances with financial institutions, legal and accounting firms, financial advisors, real estate agents and developers both locally and internationally.

Protect yourself and your family with insurance.

It only makes sense!

Wealth Creation throughout the ages has been generated with Real Estate ownership. Millionaires and Billionaires have ensured that Real Estate and Wealth stayed in their family by utilizing creative Insurance Strategies.

I am an expert in helping my clients create and maintain their wealth. I am a Commercial Real Estate & Luxury home Specialist. York Region, and trained in LEAP, Money Trax, The Circle of Wealth and Bank on Yourself. I help clients in Toronto and the GTA Create and Maintain their wealth Utilizing the Velocity of Money.

I act as a Financial Quarterback and work with a team of experts to help my clients achieve their Real Estate and Financial Dreams. There are great opportunities for investment real estate.

What sets me apart from most Real Estate Sales people is my extensive and diverse experience in the key areas the affect building wealth through real estate. (Valuation, Financing, Purchasing, Selling and Succession & Estate Planning).

<blockquote><span style="font-size:18px;"><strong><em>I have also spent 30 years working with Business owners on Estate planning and Corporate Succession planning. </strong></em> </span> </blockquote>

I obtained my M.I.M.A ( Member Institute of Municipal Assessors and my C.R.A. Canadian Residential Appraiser in 1985). I worked for the Mutual Trust Company underwriting Construction loans and financing luxury homes and as a Commercial Mortgage Broker at Mycor Equities.

I do an extensive amount of work helping Executors of Estate dispose of the Real Estate in the Estate and work with a lot of Divorcing couples to help them sell their real estate and be able to move on with their new life.

This vast amount of experience is far more than the average agent and allows me to help my clients in ways most agents can’t. My passion is helping people find that perfect property.

Life Insurance

Protect the ones you love with Life Insurance.

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Disability Insurance

A must have for families and business owners.

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Critical Illness

Prepare for the unexpected.
A wise investment.

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Group Benefits

Happy employees create successful companies!

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