Your Trusted Financial Team for Business Owners & Business Families
Bam’s passion has always been about working closely with clients. He is now in a position to offer 32 years of experience, knowledge and building relationships by starting Aerie Insurance Solutions Inc in 2020. He looks forward to working with Accountants, Lawyers, Estate Planners to help Business Owners and Business Families achieve financial freedom on their terms.
His clients include farmers, dairy farmers and family businesses that want to effectively and efficiently transition their business to a successful family transfer or third-party sale. He works with Estate Planners, Accountants and Lawyers to guide through the intricacies of business transitions.
Bam’s industry experience has given him the opportunity to interact and assist advisors and clients, helping them grow and protect their families and businesses. Now, Aerie Insurance Solutions can help you attain financial freedom for your business, manage your estate planning needs, and protect your legacy through business succession planning– as a one stop solution.
Contact Us to Learn More About How We Can Help You.