Experienced financial planner with more than 12 years experience providing financial plans to Canadians by managing millions of dollars in retirement portfolios, cash flow strategies by incorporating mortgage solutions and estate planning solutions to high net worth Canadians.
My priority is always the clients need first. My core values are trustworthiness among my hundreds of clients, knowledge, care for people. Nothing brings more joy to me than knowing that I was able to help someone be in a better place.