To give real service you must add that which cannot be obtained or measured with money, and that is sincerity and integrity.

My goal is the financial freedom deserved by each client, and I strive to create ease and understanding throughout our process. Clients can expect service based on clear communication fueled by knowledge and dedication.

In my practice, I help clients with these specialties:

1. Budgeting
• Cash flow management
• Interest rate comprehension
• Debt servicing and Capital Growth

2. Investing
• Buy and sell or hold strategies
• Annual compounding interest
• Investment use, selection, and allocation

3. Tax-related Issues
• Access to accountants and lawyers
• Tax-advantaged investments
• Inclusive estate preservation strategy

I am a champion of discipline and planning. Throughout our journey, I will walk you through our established process centered on your goals and your priorities. You will have access to my network of top local professionals, ensuring education and collaboration while assessing your needs to develop a strategy that we will monitor together over your lifetime.

I moved from Bermuda (where I was born, raised and married) to Toronto (my wife's hometown) in 2014. I studied finance at university during which time I discovered how underserved and unaware many investors were on the strategies available to them. This became my driving force to assist families and local businesses with their financial prosperity.

In my community, I serve as secretary of the Thornhill District Lions Club and mentor at the Toronto Chapter of the Project Management Institute. For fun, I enjoy athletics such as local soccer pick-up games and CrossFit at my local gym.

Family fuels my strength and values. Our three children (aged 2, 6 and 8) keep us actively involved in activities like dance, hockey, soccer, swimming and skiing. We even host events, such as the community Halloween pumpkin carving contest at our local park.