Who am I
My family moved to Canada when I was 5 years, I have been in Ottawa ever since and love it. I enjoy the smaller city feel that Ottawa has to offer, and with each passing year appreciate what a great city it is to raise a family. I live with my wife and young son.
Outside of family and work, I enjoy travelling and playing/watching sports.
Who can I help
My wealth management practice was designed to help people who need assistance with retirement, estate, tax and investment planning.
People are constantly being bombarded with information, and sometimes it’s tough to differentiate fact from fiction. My goal is to ensure not only do you have a good grasp of your financial wellbeing, you also have a plan that matches yours goals and values.
My parents instilled in me at a very young age, the meaning of planning ahead which ultimately results in less time, money and energy spent later. I take that learnings from them and ensure my clients feel the power of planning.
How I help
My approach is to ensure I have a great idea of what is important to you. Whether that be financial goals or life goals. I don’t believe in providing cookie cutter recommendations, and therefore I spend a great deal understanding what you value most before offering recommendations.
Backed by the biggest full service brokerage in Canada, my clients have access to the best technology, planning team and investments managers through RBC Dominion Securities.
I would welcome the opportunity to sit down you with and your family.