What inspires me?
Being part of my client's lives when they achieve their financial goals. Goals are different for different people. I love to be inspired by what motivates my clients while playing an active role in their success, whatever that means to them. My investment philosophy is to focus on conservative, tax efficient, and high quality investments. I also try and incorporate social and environmentally responsible investing so clients can feel the positive impact they have on the world around them while planning for their future.
I believe that success is never owned, it's rented and the rent is due every month. My clients choose me because they need more than what a salesperson or algorithm can provide. They want to work with someone who will give them peace of mind, stability, and simplicity in their financial affairs. They are looking for someone who puts their interest first and provides unbiased advice.
My practice focuses on:
Families in transition
Pre-retirees focusing on building their nest egg
Retirees looking to maximize after-tax income
Those looking for assistance with estate planning
Business owners looking for strategies like tax-minimization, insurance, and succession planning
Foundations and not-for-profits with investment management needs under specific guidelines
Originally from India, I grew up in the Canary Islands, Spain. I came to Canada in 2016 to pursue my career in the financial industry. When I'm not in the office, I enjoy spending time with my family, especially my daughter. My passions include traveling, reading and playing guitar. I'm also a runner and have done several marathons including a few ultras. The first thing I picked up when I found out I was going to be a father was a running stroller so we can enjoy the outdoors together.
Building lasting trusted relationships is important to me; if that appeals to you, I’d like to hear your story.
