It is my mission to live up to the trust my clients have given me. This is implemented through 3 principles:

1) Being thorough in understanding their requirements and in the construction of a customized, goal-oriented and actionable financial strategy;

2) Being a source of reliable financial knowledge, which has been gained by my education (passed all CFA exams) and experience in investment analysis;

3) Being transparent about the cost structure of my services because I am strongly against many of the hidden fees that exist in the Canadian investment industry.

The inspiration for my mission is my grandfather, who was an advisor with a Canadian financial institution before he passed away in the 1980s. He possessed immense integrity and held his clients interests in the highest regard, even if it meant he would make less money. When he passed away, his business eventually transferred to individuals who did not possess his values and my family withdrew their investments from those individuals. Because I was the client of unhelpful advisors, I understand the frustration many Canadians have with the service they receive and this is the root of my mission to live up to your trust.

I live in downtown Toronto with my wife and twins, who were born in late 2018. Many of the people I work with are also professionals with young families as I empathize with their busy schedules and the fun challenges of parenthood. As an entrepreneurial Financial Advisor, I understand the needs of business owners and advise them on their corporate portfolios, insurance policies and capital deployment strategies. With a parent in retirement, I relate to retirees who are facing decisions regarding their pension, withdrawal and estate planning options.

If you are serious about reviewing your financial strategy or implementing a plan for your future, please get in touch with me or my well-organized Administrator. I am ready to live up to your trust.