When life is going well, it’s easy to take things for granted. But when a financial accident strikes – a job loss, a divorce, an illness – your financial house can come crumbling down. Until it happened to me, I never appreciated the importance of a written financial strategy. That experience is why I became a financial advisor – to help people weather financial accidents that may devastate and demotivate them.

After 26 years in the pharmaceutical industry working closely with physicians, surgeons and dentists, I know they must diagnose a problem before prescribing treatment. Similarly, with clients I serve, I spend time going deep to understand what keeps them up at night and what is important to them. Only then can I build a financial strategy uniquely suited to their individual needs and personalities. Then, like a physician, we have regular checkups to see what has changed and to keep their good financial health on track.

My practice is well suited to serve those whose experiences I have shared – corporate executives, physicians and those desiring to prepare for the unexpected. Given my Indian heritage and my 26 years leading teams across 50+ countries and dozens of cultures, it is important and comfortable for me to serve clients across a spectrum of cultural and ethnic diversity.

I have both the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) accreditations, which equip me serve clients with complex needs including wealth transfer and estate planning. I hold an MBA from Cornell University in Ithaca, NY, and a Masters Degree in Business from Queen's University in Kingston, ON.

I am devoted to my family and my community. I serve on the board of Cornell Club Toronto for Cornell University alumni and active with local Chambers of Commerce, Toronto Board of Trade, and Marathi Bhashik Mandal (MBM), a non-profit, cultural organization.

If you cannot reach me at the branch number, please call my cell at (416) 712-7792.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Wealth Protection Strategies
  • Business Owner Considerations
  • Education Savings Strategies

My Personal Interests

  • Electronics
  • Movies & Entertainment
  • Music
  • Technology
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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