Brett has been providing professional financial advice since 1983. He provides comprehensive financial planning advice, including investment management and portfolio design for retirement, education accumulation, and income payout. Plans are designed with tax effectiveness, risk reduction and estate considerations in mind. Brett integrates the accounting and legal issues, verified by clients’ other professional advisors, into an overall strategy. The use of trusts and corporations for business succession, tax reduction, and income splitting is considered as applicable. Brett has extensive experience in health risk management problems and value added solutions.