Bryce is a charterholder of the Certified Financial Planner (CFP ™), Registered Financial Planner (R.F.P.) and Trust and Estate Practitioner (TEP) designations.
With a “seek first to understand” approach to business and life, Bryce adds invaluable experience and expertise through questioning, hence his CQO title – Chief Questioning Officer.
Our focus starts on understanding the values and philosophies that have been the foundation of your success. This provides us with an insight that guides our advice and recommendations about your wealth and estate accumulation, preservation, income stream development and ultimately, your estate distribution.
Over three decades, Bryce has provided illumination, wisdom and support as clients have started, purchased and sold businesses, created and dissolved partnerships, gotten married and divorced, and lived through the death or disability of a parent, loved one, a business partner or a valued colleague.