I didn’t begin my career in financial services.
My first passion was as an auto mechanic.
I loved taking things apart, understanding how they worked, and putting them back together in a way that made it even better.
But I quickly realized, I didn’t want to be underneath cars when I was 50 years old.
That’s when I transitioned to working in the financial services industry.
At first, it seemed like I had taken a completely different path. But now I can see that my real passion wasn’t fixing cars; it was helping people.
I loved being the person who could take something that was broken and overwhelming and restore it.
Today, instead of rebuilding engines, I rebuild financial lives.
I take apart complex estates and tangled tax issues (often made worse by scattered advice). Then, I put them back together in a way that protects families for generations.
I take financial complexities and turn them into a clear, tax-efficient estate plan that protects Ontario families for generations.
With more than 35 years of experience in the financial services industry, Ron Cooke is both a licensed insurance broker and estate planner specializing in helping Ontario families reduce taxes, protect their businesses, and preserve wealth across generations.
Over the course of his career, Ron has helped clients save hundreds of millions of dollars in potential estate taxes and probate fees by coordinating the expertise of accountants, lawyers, and tax specialists into one clear, practical plan. His integrated approach ensures that every strategy is built around the client’s real-life goals — not around products.
Ron holds professional memberships with Estate Planning Council Canada, IFB-CISF, CEA, and Advocis, reflecting his ongoing commitment to professional excellence and ethical practice in the Canadian financial industry.
Recognized as an Elite Advisor in his field, Ron is trusted by business owners, professionals, and families across Ontario who value his ability to turn complex financial puzzles into simple, tax-efficient solutions.
Today, as Founder and President of Strategic Wealth Protection Partners (SWPP), Ron is passionate about helping clients design estate plans that keep their hard-earned wealth exactly where it belongs — with the people they love most.
Nothing frustrates him more than seeing families lose money simply because they didn’t prepare properly in advance.
When he’s not designing estate strategies, Ron enjoys spending time with his family — including his son and daughter who have joined him at SWPP — ensuring the firm’s legacy of care continues for generations to come.
Schedule a complimentary 30-minute call with an Ontario estate planning expert.
