Bringing financial clarity and peace of mind


I’m proud to help guide your financial well-being through every stage of your life. I’m here to support you as your needs and objectives change over the years, whether you’re building a nest egg, looking to maximize after-tax income in retirement, or managing multi-generational wealth for your family.

I begin by listening closely to gain a deeper understanding of your personal and financial goals. By taking a big-picture approach to the financial planning process, I can help you achieve those goals – while you gain clarity, confidence, and ultimately, peace of mind.

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.

Recent Insights

Central banks are off to the races

Central banks are off to the races

Mar 21, 2024 | Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

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2024 presidential election update: Key things to know about U.S. elections & the market

Audio commentary: 2024 presidential election update: Key things to know about U.S. elections & the market

Mar 15, 2024 | Kelly Bogdanova & Tylar Lunke

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger...

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The importance of focusing on time horizon

The importance of focusing on time horizon

Mar 14, 2024 | Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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Is the U.S. equity market getting bubbly again?

Mar 08, 2024 | Kelly Bogdanova

A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.

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Ratul Dutta, MBA, CFP

Investment Advisor & Financial Planner

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