Our focus is on providing a client experience that exceeds your expectations and allows you to spend time on yourself, family, work or enjoying retirement. We have developed and refined an established process that allows us to learn and understand what is most important to you. It's important to keep clients accountable and on track towards their goals and we do this by having regular reviews.

I attended Anderson University in South Carolina on scholarship and earned my bachelor's degree in Accounting and Business Management. The CFP® designation demonstrates the knowledge, skills, experience, and ethics to examine a clients' entire financial picture. It is the most recognized financial planning designation in Canada and throughout the world. The CIM® designation is centered on advanced investment strategies designed primarily for high net-worth clients. I am a member of the Scarborough Estate and Financial Planning Council. Outside the office, you can find me playing soccer, golf, or on a hike with my partner and our rescued pup, Hugo (the Boss).

We are accepting new clients and look to partner with serious long-term investors who value unbiased professional advice. An introduction by a client or business partner is a tremendous compliment and a huge responsibility that we take very seriously.

An initial discovery meeting will allow us to learn about each other and see if we are the right fit. Please feel free to schedule an appointment by calling our office or sending an email to: [email protected]

Focus areas

  • Employee Stock Options
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

My Personal Interests

  • Golfing
  • Hiking
  • Hockey
  • Soccer
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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