I've always been the "guy" that friends in school, or University knew as the one that could make sense out of investing and finances. This passion to help others and seeing how there is a lack of education on financial planning in our education system has always driven me to help people make sense out of their investments and finances.

With over 15 years of experience in financial services, and having spent some time training and coaching other financial advisors, I enjoy building wealth for a select group of families. I specialize in providing those that are approaching retirement, or are in retirement figure out their retirement income strategy so they can enjoy their best part of their life.

I'm also passionate about helping fellow business owners who are spending time building their business and partner with them to create a sustainable wealth protection roadmap.

Through building education events and awareness, our branch takes pride in creating awareness in the market around retirement strategies.

When can you retire?
How much will your money last during your retirement?
Can you retire earlier?
Can you save any taxes?
Do you have your loved ones protected from life events?

If you're looking for any of the answers, or simply want to chat about any finance related questions, please feel free to give me a shout, email or drop by the branch.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Special Needs Financial Considerations
  • Education Savings Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Racquetball
  • Personal Fitness
  • Chess

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 08:00PM
Fri 08:30AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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