I am my clients' advocate and they are mine.

As a branch team, Kataryna and I pride ourselves on understanding what is important to the families we work with so that we can ensure that they always feel understood, in control, informed and secure.

Our ideal clients are those who value our partnership, are serious long term investors and who understand the importance of planning for the future. Typically, Kataryna and I partner with medical, financial and legal professionals, local business owners, retirees and those enjoying a work-optional lifestyle.

I bring my love for teaching to the table while learning about what is important to them. Through an established and collaborative process, while carefully considering the information they share, their abilities and their motivations, we develop personalized strategies to achieve their goals.

Throughout their lives, this partnership increases their confidence in what they are doing and inspires them to share their successes with their loved ones.

Prior to joining the financial services industry in 2003, I obtained my B.Sc. (Mathematics & Education) and my Masters in the Teaching of Mathematics and taught for 9 years.

The importance of education was one of many lessons instilled by my parents. I always went above and beyond the minimum requirements of my profession and obtained, the CFP® (Certified Financial Planner), the CLU® (Chartered Life Underwriter) & F.Pl. (Financial Planner) designations. Through the CSI (Canadian Securities Institute), I earned the CIM® designation (Chartered Investment Manager) & the highest level of certification granted- The prestigious FCSI® (Fellow of the CSI).

I have successfully completed 10 marathons, including the Boston Marathon in 2008 and 2011.

I have been married since 2002 to Candace, a performing arts teacher and we have been blessed with two beautiful sons, Michel and Sebastien.

Kataryna and I are looking forward to having a seat at your table to see how we can help.

Focus areas

  • Business Owner Considerations
  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Reading
  • Cooking
  • Traveling

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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