With over 14 years of experience in the Wealth Management industry, I have determined that there is no quick route to financial success. It takes hard work, commitment, and dedication to a plan. This is where my passion, expertise, and in-depth financial knowledge can benefit you!
I firmly believe that you should have a trusted advisor throughout all of your important life transitions. Utilizing knowledge through my education and experience, I offer a personalized holistic and comprehensive approach that integrates sound financial planning, efficient tax structuring and multi-faceted investment management that translates into unrelenting focus on your success. Moreover, to ensure a coordinated overall strategy, we work with your bank, accountants, and legal advisors with your approval. If you require an introduction, I will be glad to offer you access to our extensive network of professionals.
Being an Investment Advisor with the leading wealth management firm in Canada, I am confident in my ability to go above and beyond investment advice to address the wide range of concerns related to our clients’ financial and life goals.
My areas of specialties include:
- Wealth Management
- Portfolio Analysis and Construction
- Investment and Retirement Income Planning
- Tax Minimization Planning
- Estate Planning
- Sustainable, Responsible and Ethical Investing
- Charitable Giving Structuring
I serve sophisticated wealth management strategies to entrepreneurs, health care professionals, corporate executives, retirees and high net worth immigrants. Including investors who are looking to align their socially-conscious values and ethical beliefs with their investments.
I hold a Chartered Investment Manager (CIM) designation that provides me with an academic framework to construct high-level investment strategies tailored to my clients while also considering their practical application. I am also an active member of the Responsible Investment Association of Canada (RIA). The RIA is Canada’s membership association for Responsible Investment (RI) which promotes the practice of responsible investing and positive societal impact in Canada.
My goal is to simplify your life and help you achieve peace of mind. It would be my pleasure to meet with you over a cup of coffee and offer a complimentary second opinion on your current investment portfolio and financial plan.
I currently reside in Oakville with my wife and two beautiful daughters. In my spare time, you can find me at local community events, playing soccer, and spending time with my family.
