Sovereign Wealth Management Inc.

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Description

Steve Shillington provides support to financial advisors on tax, estate planning, business exit strategy and business risk management matters. Steve is a chartered accountant, with over 20 years of experience in the financial services industry, following a 10 year career with KPMG where he was a tax specialist, advising corporate and individual clients on taxation and related estate planning issues.

Ben Takacs is a mutual fund licensed investment professional and has completed several industry-accredited courses through the Canadian Securities Institute. Ben also holds an Honours Bachelor of Commerce degree from McMaster University with a specialization in Finance and Business Economics. Here at Sovereign Wealth Management, Ben is dedicated to helping clients through utilizing an in-depth knowledge of investment products and services, and effecting investment transactions expeditiously and accurately .

They are looking for the next level of planning and feel appreciative for the level of comfort we can provide in building them a solid foundation and future. We specialize in retirement income planning, building & preserving wealth, and estate planning.

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