I specialize in guiding business owners, professionals, and their families through an established process, creating and securing a lifestyle that aligns with their core values and promotes the stewardship of family wealth.

Business Owners
As a business owner, planning your financial future can be a complex task. With many decisions to make, it can be hard to know if the advice that you are receiving will lead towards your goals. It can be challenging to find a financial advisor who can effectively work with and integrate advice from other professionals, (accountants, lawyers, bankers, and insurance agents), and who understands the unique needs of business owners.

The traditional retirement plan may not be suitable for you, and a unique approach is required to create strategies that allow for flexibility in the future. By partnering together, we can navigate the process to make the right decisions to secure your financial future.

Professionals
As a professional with deep expertise in your field, you understand the complexities and nuances of your work, whether it be as a lawyer with a solid estate plan, an accountant who has fine-tuned their tax strategy, or a real estate professional with a substantial property portfolio.

Despite your area of expertise, you may recognize that there are other areas of building a financial strategy, such as investments, insurance, and retirement planning, where your knowledge may be limited.

By partnering together, we can integrate your professional expertise with our own, creating even more informed financial strategies that address all areas of your financial life.

About Me
With over 15 years in the financial services industry, I draw on my past work experience in securities and portfolio analysis, portfolio management and comprehensive planning for high-net worth business owners and their families, I apply the skillset I have acquired to the individual circumstances of my clients and their families.

In addition to my work experience I am a Certified Exit Planning Advisor (CEPA®), CERTIFIED FINANCIAL PLANNER® and Certified Kingdom Advisor (CKA) professional. I hold the Chartered Financial Analyst (CFA) and Chartered Life Underwriter (CLU) designations and have obtained a Master of Business Administration (MBA) specializing in Finance and Business Valuation from McMaster University.