Family Wealth Coach is a strategic resource for Lugen Family Office’s clients, which means that we put a great deal of emphasis on how we can help you, your family, your family office, your private business and your foundation develop effective and efficient plans to find your “place of most potential”.
Meet Our Network Experts:
Allison Maher:
Chartered Accountant
Certified Financial Planner
Member of the Society of Trust and Estate Practitioners
Legacy Wealth Coach Network
Bachelor of Commerce Degree, University of Calgary
Institute of Chartered Accountants’ In-Depth Tax Course
Canadian Securities Institute’s Canadian Investment Management Course
Tom Sorge
Chartered Life Underwriter
Chartered Financial Consultant
Certified Financial Planner
Certified Family Facilitator (CAFE)
Member of The Society of Trust and Estate Practitioners
Member of London Life’s Wealth and Estate Planning Group
Legacy Wealth Coach Network
Past President of Advocis, Calgary
To learn more about collaborating with Lugen Family Office, click here.
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