I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.

My husband and I know Colin personally and have been clients of his for the past few years. We have had many meetings with him, and he always explains everything thoroughly. We are very impressed with the personalized, professional service and advice given to us, and how he tailors this specifically to suit our situation and future needs. We feel very comfortable putting our finances in his care due to his depth of knowledge, lateral thinking, common sense approach, and his ethical and caring demeanor. We look forward to working with Colin for the long term and have no hesitation in recommending him with complete trust.