Dawn-Marie Joseph is the founder of Estate Planning & Preservation. For many years her concerns have been with the life styles and quality of life that our senior citizens have. Not only was it a concern, but a passion. A passion to help seniors live a life where finances were not a burden, where passing their estates to their families would not become a tug-of-war. To make sure that all of their hard earned dollars stood for something. Dawn-Marie Joseph is also a member in good standing of the National Ethics Bureau.

In the year 2001, Dawn-Marie Joseph had an opportunity to act on her passion. That passion is what created Estate Planning and Preservation and has brought it to its present day.  

Patrick Donnelly is a specialist in the retirement and distribution area of financial planning. He has been able to help hundreds of families protect Millions of dollars. He is currently working as the regional director and overseeing 7 representatives. Patrick has been a member of the Estate Planning and Preservation team for over 3 years now. Not only is he licensed but also bonded and insured.
“I am so glad to be a part of an organization that has the same passion for protecting and caring for people as much as I do.” Patrick D.