I am partnering with families going through a massive change that will impact them financially.
My practice is focused on those who are are receiving a retirement package, settling a divorce, selling the business, receiving an inheritance or downsizing their home.
These events often have a person seeing the largest sums of money they've ever seen in their hands, which presents an opportunity to either create or review a long-term strategy; that's where I come in.
I partner with you, using an established process to understand you deeply and create a set of crystal clear goals followed up with a strategy to achieve them.
In addition, we will review this strategy regularly. It's a living thing that changes as your life changes.
Dealing with my office is easy, whether you want to meet in person or virtually, my team takes a white glove approach to your relationship.
We now serve clients all over Canada.
I live in the community of Davisville, Toronto with my wife Naomi and two sons, Dean and Noah.
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Active Lifestyle
- Martial Arts
- Movies & Entertainment