Lorraine has been helping families and small business owners build and protect their wealth for over 20 years. Lorraine has attained both her Certified Health Insurance Specialist (CHS) and Certified Cash Flow Specialist (CCS™) designations.
Lorraine has a unique ability to help clients understand how insurance strategies can be used as an incredible wealth management tool. Insurance is one of the most tax-efficient mechanisms to transfer wealth to the next generation, remove funds tax-free from a corporation, shelter investment income from taxation, enhance an estate on a tax-effective basis, or leave a charitable legacy with tax benefits to the donor. Lorraine’s specialties include life insurance, disability insurance, critical illness insurance and long-term care insurance, as well as annuities and travel insurance.
Lorraine enjoys running, gardening and cooking; she is also an active member of the Kitchener-Conestoga Rotary Club and a Paul Harris recipient .