Certified Financial Planner
Chartered Life Underwriter
HollisWealth Endorsed Insurance Specialist
Larry Burns has been helping families and small businesses build and protect their wealth for over 25 years. During this time, he worked in accounting, taxation, investments and insurance but has concentrated exclusively on insurance and estate planning since 2005. He attained his Certified Financial Planner designation in 2004 and became a Chartered Life Underwriter in 2009. He is a HollisWealth Endorsed Insurance Specialist, one of a small group of insurance advisors across Canada who has been entrusted by HollisWealth to provide insurance support to advisors and their clients. Insurance has unique wealth management applications including tax free benefits and tax sheltered growth. It can help clients preserve such things as their income, their estate and their business. Larry’s professional knowledge and experience make him perfectly positioned to advise his clients on the benefits of how creative and tax effective insurance strategies can provide solutions to these challenges. Specialties include life insurance, disability insurance, critical illness insurance and long-term care insurance as well as annuities.