I am a Professional Financial Advisor with nearly a decade of experience in helping my client's reach their financial goals. I hold the Chartered Investment Manager CIM® designation.

I work with individuals, families and business owners to assemble the scaffolding needed to help them reach their financial goals sooner and, in a tax-smart manner.
I take pride in the detailed nature of my approach to help my clients achieve their goals.

Our relationship begins with a meaningful conversation to understand what is important to you. Once those priorities are defined, I use an establish process to customize a portfolio that fits your needs and goals. Together, we commit to ongoing reviews to track your progress, adjust to any life changes while adding to your financial literacy along the way. Further, we'll coordinate your investment plan with your tax and legal professionals to ensure they're in harmony with our recommendations. This compressive process will build confidence in your financial strategy and empower you to make better financial decisions.

I live in Etobicoke with my fiancé Larisa, and our two dogs Penny Lane, and Ortiz. We enjoy travelling, spending time with our friends, and trying new restaurants.

I believe that to have an enriching life you must:
- Surround yourself with people who truly want the best for you and be that person for others.
- Take your personal development seriously - explore your interests and cultivate hobbies outside your sphere of work.
- Treat money as your tool – not as your god.

I encourage individuals to find a financial advisor who is not only competent, but who also truly cares about their client's success, just as I do. If you're questioning your current plan, or have concerns about your investments, please contact my office.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Owner Considerations
  • Wealth Protection Strategies

My Personal Interests

  • Hiking
  • Gardening
  • Health & Nutrition
  • Music
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:00AM - 08:00PM
Tue 08:00AM - 08:00PM
Wed 08:00AM - 08:00PM
Thu 08:00AM - 08:00PM
Fri 08:00AM - 08:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More