Are you a business owner? We have a specialized perspective and service. Our objective is to act as the facilitator in the process of proper Personal and Corporate Estate Planning. We involve the interaction of the client with professionals from the financial, legal, and accounting sectors. With the proper structuring and integration of insurance and investment products with the client’s tax, legal, and business affairs, the result is a significant improvement in the client’s current position.
As a specialist in this area, Allan T Grantham, CPCA, CEA, CFP, TEP is able to develop and refine various concepts that are extremely effective. By working with other professionals, he can ensure these concepts are implemented where appropriate and properly structured. Allan has been in the estate planning industry for over forty years. He works with accounting and law firms to help their clients reach their planning objective. He also spent eight years as a consultant for the Business Development Bank of Canada as a personal and corporate, estate and succession planner.
For more information about Allan’s designations:
C.P.C.A – Certified Professional Consultant on Aging: http://agefriendlybusinessacademy.com/cpca/
C.E.A. – Certified Executor Advisor: http://www.cicea.ca/en/
C.F.P. – Certified Financial Planner: http://www.fpsc.ca/
T.E.P. – Tax & Estate Planner: http://www.step.ca/
Brenda M. Grantham, CFP
Business Development Manager
Brenda has worked as a successful Certified Financial Planner for the past 20 years and has been in finance for more than 30 years. Her financial knowledge, independent strengths and self-motivation are assets in her position. For Atlas Estate Planning Services, Brenda identifies companies and individuals that could benefit from our expertise, as well as current client enhancements. Brenda@aeps.ca
Angela K Dicker
Having worked with Allan Grantham for over twelve years and Life Insurance licensed for seventeen years, Angela’s experience in all facets of the life insurance industry has benefited our organization significantly. She has proven extraordinary customer service skills and is highly valued by our clients. Angela is the first point of contact for new and established clients and helps Allan to provide the best service possible utilizing the top products available in the Canadian marketplace.