In my experience, building a long-term financial strategy is at times like a journey down a twisty road with unfamiliar sign posts, that can lead you in many directions. What I enjoy most about my career is helping clients keep their financial strategy simplified, organized and moving in the right direction. The journey typically starts with determining what the single most important priority is, which sometimes has nothing to do with investing. I then use an established process to help clients build, protect, enjoy, and ultimately transfer their wealth to the next generation.

On a personal level, I was raised in Thornhill, Ontario and completed my undergraduate degree at the University of Western Ontario. I then completed the Canadian Securities course and later, the Wealth Management Essentials course. My professional background in commercial real estate, computing technologies, and small business ownership, provides a broad perspective allowing me to understand the unique needs of both individual investors and business owners. In my spare time, I enjoy running (completed 5 marathons), skiing, golfing, cycling, scuba diving and taking care of my dog.

I am currently accepting new clients. While I typically serve clients in Southern Ontario, I'm able to serve out of province on an as needed basis.

Whether you are looking for a "sanity check" of your existing financial strategy, or new to serious long-term planning, contact my Branch Administrator, Steven Rollason at (519) 657-0293 to schedule a phone, Zoom or in-person appointment. Alternatively, contact me directly on my mobile at (416) 318-8697.

Thanks for taking time to learn about me and my practice.

Focus areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Socially Conscious Investing

My Personal Interests

  • Outdoor Enthusiast
  • Skiing
  • Golfing
  • Traveling
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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Branch Team

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