I want to understand what's important to you. I have an established process that enables me to build personalized strategies to help you achieve your goals.

My clients are individual investors, retirees, professionals, and business owners.

In partnership with you I'll address specific needs, such as maximizing retirement income or creating a lasting legacy for families and other beneficiaries, such as charitable causes.

I earned an Honors Bachelor Degree in 2001 from the University of Western Ontario, in London and have been a CFP® Professional since 2009. In addition, I hold the Chartered Investment Manager (CIM®) and am a Fellow of the Canadian Securities Institute (FCSI®)

My Senior Branch Office Administrator, Bin Li, has over 12 years of experience and is dedicated to providing you with the highest level of personalized service.

My wife, Gia and I are kept busy with two young daughters and live in the East End of Toronto.

Contact me today to learn how I will partner with you through your life to help you meet your financial goals.

Focus areas

  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Sailing
  • Skiing
  • Camping
  • Canoeing

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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Setting your path

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

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