Benjamin Franklin once said, “If you fail to plan, you are planning to fail”. This is truer than ever in today’s high speed world. My job as an experienced financial professional is to anticipate issues, bring them to my clients’ attention and solve them before they ever happen.
I do this by running a fee-based practice and approaching wealth management holistically, allowing my clients to build, protect and transition their wealth.
With over 18 years of experience in the financial service field, I’ve had the honor of being recognized as one of the leading Investment & Wealth Advisors in Etobicoke.
Our clients include:
* Business Owners
* Medical Professionals
* Middle and Senior Executives
* Foundations/Charitable Organizations
We can help you prepare.
Specialties include: retirement plans, investing, and insurance.