I have managed money for families in Toronto and the greater area for 20 years now. I am grateful for having a career that is a calling and that allows me to utilize my skills and passions to positively impact the lives of my clients and their families. I have been fortunate to have many long term client relationships for whom my team and I continue to work hard for every day.
What makes me different is my tireless effort in keeping pace with today’s fast paced and evolving financial markets - and being first in proactively communicating and simplifying these challenges and opportunities to the families I serve. I consider it my number #1 priority to help the people I serve make the best financial decisions.
Understanding your unique circumstances, the amount of risk you are comfortable with, and who in your family you are trying to protect are some of the key pillars of the comprehensive wealth plans we create for clients. With the world dealing with significant changes right now, having a portfolio and plan that allows you to sleep at night is our utmost focus.