Meet Our Team

Tel: 416-928-9724
Fax: 416-515-1586
Toll Free: 1-800-924-0558

Over 35 years of financial industry and private business experience.
Discretionary investment portfolios for US and Canadian residents and corporations.
Specializes in US, Canada and international senior executives, wealthy families, and individuals with Canada/US cross-border issues.
Masters Degree (MSW) and credentials in accounting, tax, real estate appraisal, estates and trusts.
Personal Financial Planner

Tel: 416-928-9726
Fax: 416-515-1586
Toll Free: 1-800-924-0558

Over 15 years of experience as Investment Advisor serving individuals and families.
Previous positions include Financial Planner, Financial Advisor, and Personal Banking Officer.
Achieved Certified Financial Planner, CFP^®.
Graduate of University of Toronto with a Bachelor of Commerce Degree (Honours), Japanese minor.
Assists clients with their various life insurance needs.

Over 8 years years experience in the investment industry.
Previously with a Canadian financial services company serving clients as Advisor and Financial Services Consultant.
Experinced in trading complex financial derivatives and other financial instruments.
Worked in back office support role for the hedge fund industry.
Earlier experince in various engineering consultancies and government operations.
Helped clients with their health and life insurance needs. Licensed with IIROC as Registered Representative.