MY WHY

My grandparents are the reason why I wake up energized to come to work every day. Growing up, and still to this day, I consider them my real life super heroes. For me, it was an eye opening experience to watch them go from a position of financial security to one of uncertainty and stress. Throughout their lives they didn't have a partner to help them make the right financial decisions to help them realize their dreams.

My mission is to be a trusted advisor to families seeking a partner to provide them with the structure, accountability, and education to help them realized their dreams.

HOW WE WORK

Natalie, Christine, and I work together to provide an ideal client experience for families with complex planning needs who value partnership with a professional team. We guide our clients through an ongoing discovery process so that we can understand what is most important to the families we work with. Our extended team is comprised of professionals that help clients navigate their tax, legal, business, and estate needs.

WHAT WE DO

We are focused on providing complete wealth strategies for our clients by guiding them through our established process to address their needs in the following areas:

1) Financial Strategies
2) Investment Strategies
3) Insurance Strategies
4) Tax & Estate Considerations
5) Business Owner Considerations
6) Charitable Giving

ABOUT ME

Born and raised in the Leaside area of Toronto, I now reside in Leslieville with my wife, Hayden, and our daughters, Hattie, and Maeve.

As a child I spent 14 summers attending Kilcoo Camp in the Haliburton Highlands where I was able to develop my passion for the outdoors and camping. Now I stay connected to that part of my life through my work with the Amici Camping Charity and the occasional canoe trip.

I also enjoy taking part in hockey, skiing, tennis, golf, fishing, and squash.