As a CFP® professional and CIM® designation holder, our branch team strives to understand what is important to you. Through our partnership, we use an established process to create personalized strategies to help you reach your financial goals. We work with individuals, families, and business owners across the country.

Growing up with a father who was a financial advisor, I was taught early on the importance of having goals and creating a plan to achieve them. Our family practice has been serving clients in our community now for 25 years.

Our branch team includes Claudia and Esha, our Senior Business Office Administrators. Together, they have over 20 years of experience assisting clients in the community. They are dedicated to providing you with the highest level of personalized service.

In addition to our branch team, we have extensive support at our home office, including our Client Consultation Group. This team is made up of accountants, lawyers, and other professionals to ensure you have guidance for complex situations. We also work closely with your accountant and estate lawyers, or other professionals.

Apart from helping people, my other passions include playing basketball and golf, spending time with my wife and our family, and travelling when possible. I am an intense Raptors fan, season ticket holder, and I regularly provide support to grassroots basketball programs around the GTA.

My wife Vanessa and I have two beautiful daughters, Harper (2 years old) and Quinn (newborn). We look forward to our next life transition and I look forward to the opportunity of helping you with yours.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Owner Considerations
  • Socially Conscious Investing
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Basketball
  • Golfing
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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Branch Team

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Setting your path

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

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