Since 2006 I have been working with a select group of families in Toronto to manage their financial decisions. I began my practice in Etobicoke 14 years ago where I opened my first office. Over time as the business expanded I moved my practice downtown to better serve the families I work with.

I completed my undergraduate degree at the University of Guelph, and obtained my MBA in Finance from Rotman, at the University of Toronto. My passion for learning also extended into four professional designations. I am a Certified Financial Planner or (CFP) practitioner, Financial Management Advisor (FMA), Chartered Investment Manager (CIM), and Chartered Professional of Strategic Wealth (CSWP). I truly have a passion for all things related to finance and building financial strategies!

My dedicated office administrator Anna Skalko is new to the office but has years of experience running her own business. She brings a client first approach. Together, we specialize in a solutions based approach to investing that focuses on 3 critical pieces:

1) Understanding what's most important to you
2) Using our established process to customize a portfolio that fits you
3) Ongoing partnership and accountability to keep you on track

I live in Etobicoke with my wife Anna, and 5 year old daughter Ella. I am passionate about fitness, golfing, and rock climbing.

Serving retired clients, those planning for retirement in the near future, and business owners has been the main focus of our practice. If you have questions about your plan, or your ability to stay on track with your investments then let's do a complimentary review to help you make a better decision.

My Personal Interests

  • Personal Fitness
  • Golfing
  • Rock Climbing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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