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.

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News and Views

October 24, 2007

Helping our Clients Navigate Their Way to Success

The following document is an insightful, useful and efficient communication platform designed by Bessner Gally Kreisman to address developmental aspects in financing, accounting, planning and consulting.

Download news_and_views_oct07.pdf

June 11, 2008

Building strong relationships !

Over the last 27 years in business , I have managed to develop strong relationships with my clients . I could not have picked a better career for me and let me tell you why . I meet all kinds of people during my daily travels ; doctors , lawyers , entrepreneurs . artists , executives from many industries . When I look back , I am truly privileged to served industry leaders as well as every day people and it has been a rush . My clients say that they think of me as a go to guy . Tell me what you need and I will look to find someone who can help you . My greatest pleasure is building my contact base while I am working to serve the clients.I look to connect my contacts to each other and in this way continue the growth of contacts while strengthening the relationship already in place . Being a trusted adviser is a blast because that is what I aspire to and helping my clients is easier through established relationships.

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