Anne Marie Dryden has been an independent provider of financial services for business owners and professionals for more than a decade. She has earned the Chartered Life Underwriter designation and is a Certified Financial Planner. She also completed the Canadian Securities course in 1990.

As a business owner herself and with a business consulting background, Anne-Marie Dryden works primarily with incorporated business owners and professionals in the field of wealth management and tax and estate planning. She takes a low key approach with clients, which provies them with a comfortable, stress free experience. Her goal is to provide solutions for building and preserving wealth while minimizing tax.

Karen Mason is a Certified Financial Planner, a Chartered Life Underwriter and a Registered Health Underwriter. She has been involved in Financial Services since 1983. Her background includes management roles such as trainer of financial advisors and development manager. She has worked extensively in the fields of tax and estate planning, retirement planning, business succession planning, farm transfer planning, charitable giving, life, disability, critical illness and long term care insurance.

Karen's expert knowledge in the field of risk and wealth management lends itself well to working with professionals, business owners and individuals with a view to preserving and enhancing wealth.