Financial Planning & Wealth  Management

As your wealth planning partner focused on your financial success and financial wellbeing, I take the time to help you assess every area of your life and help you make sound financial decisions to reach your goals. 

Your main priority for your wealth should be to protect it and make it grow by engaging an unbiased certified financial planner who puts your best interest first. 

As a trusted advisor and confidant to families, to incorporated professionals and to business owners, I carefully help you develop financial strategies, plan your retirement and create tailored plans needed to achieve your personal and intergenerational goals. 

With over 18 years experience in responsible wealth management advisory services advice and grateful to have learnt from some of the most respected best in class multinational advisory service firms in Canada - I put my knowledge to work in the best interest for my clients since 2016. 

As a loving husband and proud father, I look to service you with passion, family values, integrity and value added principles.

Investment management

Assess your current portfolio and help you choose the right investment strategy for your situation, constraints, and goals. 

Retirement planning

Helping you plan for retirement by estimating how much money you will need to maintain your lifestyle. 

Insurance planning

Helping you choose the right type and amount of insurance coverage. This also may involve reviewing existing policies to make sure they are still appropriate.

Estate planning

Helping you create an estate plan that includes wills, trusts, partnership agreements, life insurance and other legal documents.