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Life isn’t always easy. Like many of you I’m one of the “sandwich generation.” You and I have the role of parent, spouse, and caregiver. Torn between the responsibilities of home, work, children, spouse, and parents, we have little time for ourselves and still we worry about the things we aren’t doing. That’s what I can do for you. I help you with holistic planning – planning that looks at all your concerns and issues and provides the solutions that meet your needs. A holistic plan is not just for expected events in life, but also for the unexpected - because they do happen. When you have a plan in place there is less of a financial and emotional cost to you and your family when an unexpected event happens. Emotional and financial stress is sometimes unavoidable, but you can make life easier and more in your control by being prepared. Having me work with you to put a holistic plan in place will relieve you of worry and stress. You and your family deserve the best life possible, and I’m here to help you.
I have worked in the Canadian life insurance industry for over thirty years. I am currently President of the Toronto chapter of the Canadian Initiative for Elder Planning Studies (CIEPS), and a professional palliative care volunteer with Hospice Toronto. Married with three children, I spend my free time enjoying photography, cooking, and solving world problems.
"When searching for a product to help me manage my retirement funds, I trusted Gary's research and recommendations. I have been very happy with the results, and have referred a number of friends and relatives who are in similar situations to Gary for his assistance." "We have found Gary to be very professional in his approach and very thorough in his preparation. His guidance proved to be most helpful in putting together the right plan for our future needs." |
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Gary Rose, B.Sc., EPC