My team and I believe investing should be straight forward and understandable. We emphasize long-term, tax-smart, and carefully risk managed portfolios. This lets you take your mind off of your investments and lets you focus on your family and life.
We work with professionals, corporations and individuals putting together financial plans, that are easy to follow and cover all areas of your financial life.
- Portfolio & Investment Management
- Insurance
- Estate Planning
- Tax Planning and Trusts
- Business Solutions
A former investment banker and Bay St. alum; I bring over a decade of experience to my clients. I hold a Bachelor degree in Economics and have passed all the test requirements for the Chartered Investment Manager designation. I live in Newmarket with my wife, young daughter, and a black lab name Henna. In my leisure, I play squash, chess, and enjoy being actively involved in the community.
Please feel free to reach out anytime.
