For more than 15 years, I’ve been helping Canadians make confident, informed financial decisions—and I truly love what I do. My focus is simple: to bring clarity to your financial life, whether you’re preparing for retirement, building wealth, or ensuring your estate is transferred seamlessly to the next generation.
I’ve had the privilege of working with individuals, families, business owners, trusts, and nonprofit organizations, tailoring strategies to support their unique goals and priorities.
What I focus on:
- Financial Planning: Creating clear, actionable roadmaps for your goals.
- Retirement Planning: Helping you retire comfortably, on your terms.
- Estate & Tax Planning: Reducing tax burdens and protecting your legacy.
- Investment Planning: Pursuing strong long-term results through disciplined, research driven strategies.
Outside of work, I’m a proud husband and father of four. If I’m not meeting with clients, you’ll likely find me on the soccer field or the golf course.
My philosophy: Financial planning isn’t just about numbers—it’s about peace of mind, smart decision-making, and building the life you want for yourself and your family.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English