Meet Our Specialists
Wills & Estate Specialist
Chris Delaney has practised in various areas of commercial and civil litigation, wills and estates, residential real estate and employment law. He has had his own private solicitor's practice, worked with Scotia Private Client Group as Senior Will and Estate Planner and prior to joining RBC Dominion Securities was the business manager of two London based businesses.
In addition to being a lawyer, Chris has taught Labour Economics, Estates, Business Law, Personal Finance and Introductory Accounting for Fanshawe College in London, Ontario. He has also instructed at secondary and private schools.
Chris is very excited about being able to offer Will and Estate Planning ideas and strategies to our clients. This is an exceptional program that offers tremendous value for clients as they plan for the orderly succession of their assets, businesses and personal affairs.
Insurance Specialist
Stephen Wiffen is a valuable member of your IA’s team, helping you create and preserve your wealth.
Steve employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Steve will partner with your other professional advisors in the development of appropriate solutions.
Steve can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Steve has access to insurance solutions from the top-ranked insurance providers in Canada.
Steve began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.