Ron Cooke
Broker/Owner
Having worked closely with business owners and real estate investors for over 30 years, one of the biggest challenges we encounter is tax. I help business owners and investors multiply their wealth while eliminating estate taxes and fees.
I focus on making sure you leave the most for your loved ones instead of giving your hard-earned assets to CRA. For real estate investors, not only can we use our Living Estate Plan to minimize estate taxes and probate fees, but you can also access your capital to reinvest in more real estate.
With our customized financial tools and strategies you can protect and multiply your wealth for you to use now, then leave a legacy for future generations.
John Cooke
Broker/Partner
With a successful career in financial services since 2013, I am fully dedicated to providing families with clear effective insurance and investment strategies to grow their wealth and protect their loved ones.
Whether it’s putting life insurance policies in place or providing retirement planning services, I help individuals gain financial clarity at every stage of their life and career.
As a specialist in life insurance and living benefits, I have expertise in the financial needs of families which are customized to each of my client’s unique situations.
As an independent advisor, my clients get the benefit of clear, objective advice, which is always in their best interests, always competitively priced.
Kandace Newell
Broker/Partner
I know firsthand what Cancer can do to a family. The time away form work for both the patient and the spouse to care fore them. Not to mention all the appointments to go to. The financial stress is unbelievable.
I’ve dedicated my career to helping families plan for the best and worst, life can experience. Over my 12 years experience, I’ve helped families save money, grow their wealth and plan for the unexpected hardships life can bring. I feel great knowing my clients, are in a great financial position.
I appreciate life more and more everyday enjoying time with my husband, and 2 wonderful daughters. Cherish all life has to offer and plan for the hiccups in life.
Administrative Assistant
Pamela Sedgeworth is an Administrative Assistant who began her career in the library field. She transitioned to the insurance industry and has many years in the Insurance and Financial Services industry. Pamela specializes in working alongside our sales team and is responsible for all aspects of administration and procedures. Pamela is inspired daily by her husband, two sons and a stepdaughter. In her free-time she likes to read, spend time with friends and go on mystery tours with her husband.
