It's a pleasure to meet you!
As a highly skilled financial professional with over two decades of industry experience, I hold an Honors Bachelor of Science degree from the University of Toronto with a double major in Economics and Applied Statistics. Equipped with this expertise, I am well-prepared to offer exceptional guidance to my clients. I am also proud to hold the Certified Financial Planner® (CFP®) designation since 2007, as well as a holder of the Chartered Investment Manager® (CIM®) designation, which reflects my commitment to upholding the highest standards of professionalism and ethics.
Additionally, being among the few individuals in Canada to hold the Certified Exit Planning Advisor (CEPA®) Designation, I bring a distinct expertise to guide entrepreneurs as they grow, protect and position their business for a successful transition.
Recognizing the ongoing challenges faced by clients in today's market, I am dedicated to providing personalized advice tailored to their unique needs. My goal is to empower individuals to make informed decisions, take control of their financial future, and "Live with Confidence!"
My Unified Wealth Management Approach
Deep Dive
Before providing you with financial advice, I firmly believe in investing ample time in understanding your unique life experiences, objectives, and aspirations. Only once I have a thorough understanding of your vision for the future and your specific needs, can we begin working together in partnership to develop a financial roadmap tailored to your specific requirements. This will ultimately empower you to achieve your goals with confidence.
Guide
With ongoing expert guidance and support, I will help you achieve financial success through regular plan revisions that evolve with your changing circumstances, continuous monitoring of your investments and the ever changing economic climate, to ensure that your entire financial portfolio is in continuous alignment with your goals. Let me handle the details, so you can focus on living a life of fulfillment.
Empower
My focus as your financial planner is to empower you and your family with the knowledge and resources necessary to make informed decisions regarding your financial future. Through education on financial planning, investments, and wealth management, I aim to help you take control of your finances and achieve your financial goals. With valuable insights shared through newsletters, blogs, and seminars, you can make better financial decisions and gain access to the tools needed to secure your financial future
