My practice is focused helping you during the moments that matter like :
- Retirement
- Selling your business
- Receiving an inheritance
- Other liquidity events

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 my 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. My team and I serve clients all over Canada.

Our ideal client's mindset is :
• Serious, long-term investor
• Values unbiased professional advice
• Wants to partner and build a long-term relationship
• Buys into our process and is an advocate for our practice

Our ideal client resources are :
• Investable assets of at least $500,000
• Annual income exceeding $150,000 ($250,000 when combined with spouse)
• Important family member or friend of an existing client

I live in the community of Davisville, Toronto with my wife Naomi and two sons, Dean and Noah.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Active Lifestyle
  • Martial Arts
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Branch Team

Email Me

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Setting your path

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