At Protection Advisory Group, our mission is to help our clients address and solve complex estate planning challenges and intricate tax issues.
We employ a process to help our clients;
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Understand and identify their goals, concerns and specific issues.
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We ensure the implementation and ongoing monitoring of customized solutions and strategies.
Our Approach
We ensure your finances, assets and documents are organized and secure, removing the burden from your family and business, providing you with peace of mind.
Who We Are
Dwayne Day
Managing Partner
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As a previous owner of a Property Casualty Insurance & Financial Services Brokerage and with over 37 years in the Insurance Industry, Dwayne brings a vast amount of experience in the research and development of new processes and systems for Business Risk Management and Financial Services.
As a Chartered Financial Consultant, his focus is helping business owners and high net worth individuals with the design, implementation and management of custom tailored financial programs.
Bruce Thorne
Partner
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Bruce has been a client advisor for over 40 years, sharing his insights and expertise with clients and drawing from his own experience as a business owner and business strategist.
He has acted as a broker, a manager and a trusted advisor and liaison on behalf of his clients.
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His visionary approach to organizational mechanics as well as his extensive expertise at all levels of business, allows him to develop the necessary tools and management processes designed to drive sales, profitability and corporate expansion while promoting a positive corporate culture.
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Bruce simplifies and expedites thinking around:
• Insurance and Risk Management
• Business Strategy
• Growth and Perpetuation
Geoff Garden
Partner
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Geoff Garden has been an international banking professional for more than 20 years. Previously named one of the 100 most influential people in finance, Geoff has travelled the globe extensively, working with clients on behalf of Deutsche Bank and the Bank of America.
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As Managing Director and Head of Global Cash Management for Corporates in the US, Geoff successfully defined the strategy for expanding Deutsche Bank’s role in the North and South American markets. Prior to Deutsche Bank his distinguished career with Bank of America included locations in the UK, Canada and the United States as Group Head, Global Treasury Services for the Bank’s Real Estate Group, as well as Senior Vice President overseeing Global Treasury Services in Canada.
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Geoff’s business experience and keen insight create a dynamic approach to business strategy and planning that transcends all sectors, from large corporations to small businesses.
Lisa Pickering
Certified Executor Advisor
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Lisa is dedicated to ensuring that all estates and trusts are managed in a delicate yet professional manner.
Lisa provides a good balance of compassion for the beneficiaries with the proficiency to manage all financial, legal and regulatory requirements.
