My team and I advise physicians, small businesses and agricultural business owners and their affluent families to help them grow and protect their assets through different wealth cycles and navigate twists and turns along the way. We put our clients’ interests first, deliver objective advice without bias, and gladly meet with people at their homes or places of business in Stoney Creek, Hamilton, or Saint Catharines.
I began my career working with first-generation immigrants many years ago. Today, I advise them and their children who now manage the family businesses. Like many of our clients, I speak Polish.
As a Certified Market Technician (CMT), I differentiate myself from many other advisors. The CMT designation demonstrates enhanced knowledge of investment risk in portfolio management settings and a disciplined investment approach driven by quantitative data analysis rather than emotion.
I am strongly positioned to advise you and your medical corporation or small- to medium-sized business, align your personal and corporate financial structures to maximize growth, and then ultimately position your business or practice to optimize ownership transfer and return on capital. To provide white-glove service, I will go beyond the expected service level to make you feel confident, valued, and well cared for.
Bridging the gap between your business and personal needs
As an entrepreneur, I understand the complexities of running a business and the importance of maximizing synergies between your personal and corporate finances.
I can bring you access to banking, lending and point-of-sale payment solutions such as debit, credit, and automatic bill payments, plus a full holistic solution for all your wealth needs – under one roof.
Click Here to Learn More
Your farm. Your family. Your financial future.
Specialized wealth advice for agricultural business owners.
Making a living in agriculture has never been more challenging.
We can help you to reap the rewards of your hard work and risk tolerance, retire comfortably, and transfer your farm tax-effectively.
Specialized family office wealth services for physicians
At all stages of your practice, I can help you manage your assets, plan for retirement and enjoy the lifestyle you’ve earned.
I advise physicians at every stage of their medical careers. With long hours, busy schedules and the profession’s other extreme demands, you need a dedicated team to manage your complex financial affairs and keep them streamlined and simplified.