ABOUT US
Meet our Team of Experts
Chief Financial Officer
Vance Lecocq
Vance has worked in the insurance industry since 2013, and prior to that was a partner of a national chartered accounting firm where he led the privately held business and high net worth area of the planning practice and was known for bringing a creative yet practical approach to various situations including transaction based matters (i.e. buying and selling business/assets, succession and estate planning matters, strategies using trusts, and overall burden minimization strategies). Soon after obtaining his Chartered Accountant (CA) designation he completed the CICA In-Depth Tax Course and practiced full time in this career since 1998.
Vance is also a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation and an associate member of the Conference for Advanced Life Underwriting. He is currently the chairperson of the Calgary Branch of STEP and a member of the STEP Canada Board of Directors.
Uncommon Solutions
We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.
Impact
We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.
Collaboration
We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.
Expertise
We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.
The most valuable call you’ll make
Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.
