I have been providing a wealth management service to my clients in the Greater Toronto area since entering the investment industry in 1995.

Hard work, integrity and a commitment to providing my clients with the most professional money management service available, are why my clients have placed their faith & trust in my team for over a decade.

I believe in continuous education. I obtained an Honours Bachelor of Commerce degree in Industry & Finance from the University of Guelph in 1994. I then went on to complete several financial planning courses including the Chartered Financial Planner designation & Investment Management Techniques through the Canadian Securities Institute.

I believe that the key to successful investing is the creation of a long-term comprehensive wealth management plan that reflects your tolerance for risk while setting realistic & achievable goals. With this client-centric approach, all aspects of your personal financial situation are considered, integrating all your investment, insurance, tax & estate planning needs.

I coordinate the activities of your existing professional advisors, such as tax accountants and lawyers. Depending on your situation, I can also tap into my own network of professional advisors, as well as those available through RBC Financial Group.

Please contact me at 905-895-2290 or email if you'd like a complimentary review of your existing financial situation.