Get on the road to financial success.

As a veteran investment advisor and financial planner, I have learned to understand you a as a person first, and then as an investor. I help you define your goals to achieve your financial growth, stability, flexibility and security. I am insurance licensed and specialize in a wide range of solutions; Registered Retirement Savings (RRSP), Tax Free Savings Accounts (TFSA), Pension transfers to Locked in retirement accounts (LIRA), Investment accounts Registered Education Savings (RESP) and Estate planning for tax reduction and preservation.

"I create bespoke financial plans to help you remove the confusion and stress from managing your wealth so that you attain peace of mind each step of the way."

Wealth management requires a tried and true discipline that works though all economic cycles so that you grow and protect your hard earned savings. As a former business advisor, I am here to help the business owner and corporate CEO to grow and protect their wealth.

Contact me today to secure your financial future.