A valued and trusted advisor to professionals, business owners and corporations, Milan is the founding principal of TK Group and a member of the Society of Trust and Estate Practitioners, Canadian Advanced Life Underwriters, TiE and Barrington Wealth Partners.  Milan's integrity, knowledge, and passion for financial planning are qualities his clients appreciate and trust with their integrated financial planning.

Advice from the Experts

Ensure Your Wishes Are Fulfilled
Estate Planning is not only for the "wealthy" who have large assets and it is not only planning for death. During your lifetime, you are able to save money with proper planning and this is a valuable opportunity to work with TK Group to obtain maximum results.

Who needs Estate Planning?
  • Business owners
  • Professionals
  • Families with young children
  • Blended families

The Estate Planning process deals with a number of items.
  • Creditor Proofing
  • Personal Wills and Power of Attorney
  • Business Wills
  • Family Trust, Spousal Trust, Holding Corporations
  • Shareholder Agreements
  • Investment Planning
  • Charitable Giving
  • Tax Planning
  • Professional Services Corporations
  • Insurance Planning
  • Eliminating Capital Gains
  • Elimination of US Estate Tax

TK advisors will coordinate the Estate Planning process with your other professional advisor, in a joint meeting to create a highly efficient mechanism and obtain desired results.

When other professionals are needed to provide clients with specialized expertise, TK advisor will introduce clients to the proven specialist to assist in the completion of the Estate Plan.
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