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What our clients say.
Families we serve, and the accountants and lawyers who refer them, in their own words. Every testimonial below is published exactly as it was given.
Doug and his team have been instrumental in safeguarding and growing our family’s wealth and legacy. Their proactive approach to our insurance needs brings me comfort. They’ve significantly impacted our estate planning, ensuring our family’s future is secure.
Ray · Entrepreneur
· In their words
“I have dealt both personally and professionally with Doug and Jordan for several years. They have a long history of helping our firm’s clients create tax efficient estate plans using tax exempt life insurance strategies. Doug and Jordan are CPA, CA’s so they bring both tax knowledge and a practical approach that I have not experienced with other insurance advisors. They are independent and seek to source the best insurance provider to best suit my client’s needs.”
Kais Aziz · Partner, International Tax, BDO Canada
“Doug and Jordan helped us understand how insurance plays a crucial role in our wealth and estate planning, guiding us through options to strengthen our legacy. Their patient approach and detailed analysis made it easy for us to make informed decisions. They’ve become vital members of our trusted advisory team.”
Tamara and Martin · Entrepreneurs
“Doug Leyland and his team were a tremendous help with estate planning and corporate reorganization. They are insurance experts who simplify complex concepts. Doug’s ability to make intricate analyses clear has been invaluable in planning my legacy.”
Rob Lightfoot · Retired Partner, BDO Canada LLP Stratford
“Thank you Jordan, Doug and your entire team for working so hard to put this package together for us. We have appreciated your professionalism and your patience in explaining the process so thoroughly to us throughout this journey.”
Karen & Rodney · Entrepreneurs
