I’ve been in the Financial Industry for over 25 years. Banking and Finance has always been my passion.
Over this time, I’ve worked in many different roles in retail banking, commercial banking, financial planning and wealth management, which has helped me to have a better understanding of my client’s personal and commercial needs. This allow me to provide the right solutions that will benefit you regardless of the level of complexity.
I’m a firm believer that the key of meeting your financial goals is having a financial plan, in my view that is the start and the foundation for you to accomplish your goals.
As your Wealth & Investment Advisor and as a Chartered Investment Manager (CIM®) holder, you can feel confident that your investment portfolio is optimized to meet your financial goals.
The CIM® is the industry standard for discretionary investment and portfolio management services. It ensures that financial professionals have the knowledge and skills to evaluate and manage all aspects of a client’s investment portfolio.
I am also a Certified Financial Planner (CFP®) holder and as such I have the fiduciary responsibility to do what is right for you, based on your own personal or business financial plan, which will be tailor depending on your personal situation.
I’m here for you, helping you is my passion and my greatest satisfaction is to see you achieving your goal and materializing your dreams.
I’m a Blue Jays and Raptors die-hard fan and I enjoy reading, hiking and playing basketball with my son in my spare time.
If you want to see more about me and follow my weekly post, I encourage you to follow me on my LinkedIn.
