Wealth is more than just money.

Meet the Carr Wealth Planning team

Milt Carr

CEO

Milt has worked in international sales and marketing in both the manufacturing, distribution industries and franchise development.  As an executive with major Canadian Financial industry leaders, he began to focus and specialize in the corporate and family owned business planning market and has an in depth understanding of the needs of the Canadian business family.

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Adam Carr

Customer Relations

Adam completed his bachelor of business with honours in December 2016.  Upon graduating he joined Carr Wealth Planning starting his career as a Wealth and Legacy Planning advisor to Canadian business owners.  Adam Manages the client development and client services.

 

 

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Bertha Daniels

Executive Assistant

Bertha has been with our company for fourteen years. She works in client service management and assimilates new clients into our firm.

 

 

 

 

 

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Jan Fleming

General Office Administration and Systems Management

Jan’s experience in general administration, marketing, and business management is a substantial benefit to our company and the clients we serve.

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About Carr Wealth Planning

Your wealth creates a need for fair and reasonable distribution to family members and a need for a well-structured plan. Your legacy is distributed from your wealth, your family and charities should receive all that is available.

Your corporate agreements and planning should be designed to preserve capital, protect your business and family, and offer a pathway for good communication and understanding among all stakeholders.

Build
Protect
Share
Trust
Transparency
Wisdom

Build

Your successful business is a result of many years of hard work. Understandably you want to maximize its ongoing value for yourself and your family. Strong leaders have strong counsel. We want to partner with you to build a successful pathway so you can continue to meet your potential.

Protect

You keep a very busy schedule and may not have the time to ensure that you are protected against things that can harm you, your family, or your business. We want to partner with you to develop a program that protects you from the effects of illness, death, uncompleted or outdated agreements and unforeseen changes in the market place.

Share

You continue to operate a successful company. We want all the capital available to your family or charities to be magnified and given today and tomorrow though a well-developed plan.

Trust

Our clients trust us and refer us. We want to build this trust with you as we develop a relationship with you. Our clients give us testimonials as well as character references.

Transparency

We want you to clearly understand how we benefit you. To ensure that you make the right choice, we will meet with you and build a report at no cost. Eight out of ten businesses that receive this report and our testimonials, do business with us.

Wisdom

Over the years we have gained experience and knowledge by working with a diversified clientele. Through our experience, we have developed good judgement regarding the planning and life questions you face.