Avoiding the shoals in tax, estate and
retirement matters
Avoiding the shoals in tax, estate and
retirement matters
Avoiding the shoals in tax, estate and
retirement matters
Looking for smart, objective
and independent advice?
14 recent years of experience in the insurance
and wealth management industries
14 recent years of experience
in the insurance and wealth
management industries
previous arrow
next arrow
Slider

Pension Related Matters

Plan members will want to make informed decisions as to what to do with their pension asset.

Estate Planning

Individuals will want to ensure that appropriate arrangements are in place, with tax and other considerations having been reviewed.

Contact

Get in touch with us to find out how you can proceed on your future endeavors.

Our Experience

Lea Koiv & Associates Inc. was founded in February 2016. To her professional firm, Lea brings 17 recent years of experience in the insurance and wealth management industries, in addition to prior employment in the taxation departments of major international accounting firms (KPMG, Deloitte + Touche, Arthur Andersen) and the pension and benefits industry.

Read More