My Unique Value Proposition

My Unique Value Proposition 

Institutional Thinking for Individual Investors

Strong Ethics. Integrity is of the utmost importance. Your interests will always come first. 

Reputation. Experience, Knowledge, Professionalism and Service beyond expectations have earned me great respect from clients and peers. 

Reputable Global Credentials. Chartered Financial Analyst (CFA), Master In Business Administration (MBA) , Certified Financial Planner (CFP), Chartered Life Underwriter (CLU). 

Rational Economic Advisor. Holistic Advice – All the six core areas of Wealth Management. 

Knowledge and Experience. Nearly two decades of Wealth Management experience including Research Analyst, Associate Portfolio Manager, Option Trader, Financial Planner, Professor of Wealth Management, Investment Advisor and Portfolio Manager. 

Private Wealth Licensing. Licensed as a True Private Wealth Advisor - Portfolio Manager for Securities & Options, LLQP,  FP Canada & IAFE. 

Passion. You can’t fake passion!