OUR TEAM
Our experience spans three decades of successfully creating wealth and financial protection for a large and distinguished group of incorporated professionals and private business owners.
While you will receive personal attention from Cory Budovitch, your experience is further strengthened by the expertise of a support network of the industry’s leading actuaries, financial analysts, legal, tax, and accounting professionals, providing an incomparable experience portfolio for our clients.
Whereas traditional financial advisors may not consider every aspect of a particular client’s needs and may push standard products, we carefully take every element into consideration, including tax consequences, estate planning, mortality, income, and risk management, when offering a choice of solutions.
We test and verify the financial strategies that clients are currently undertaking by fact and ensure that they obtain maximum benefits from them. We do this by using a proprietary financial model that verifies the information we provide. If this isn’t satisfactory, we find a better way. Our commitment isn’t to financial products but instead to find the most efficient ways to allow you to keep and grow as much of your wealth as possible.
