I specialize in servicing your entire financial picture; a complete and strategic purpose for your finances that is uniquely tailored to accomplish your personal goals.
Your personalized unique plan
Whether you're in need of a more efficient cash flow, a working budget, help utilizing your TFSA and RRSP, developing a retirement plan, or funding your child's education I look forward to hearing your goals and building a financial blueprint uniquely designed to accomplish your dreams.
Put your business to work
You've worked hard building your business, let me show how to put your business to work for you by maximizing tax advantages including removing trapped funds from your holdco tax-free, developing cash values for asset transfers, or funding your retirement.
Tactical financial growth
When it comes to investing you can either weather the storms of the market highs and lows with passive management at a large bank or partner with me to take advantage of ideal market conditions to maximize growth and minimize loss through my tactical portfolio management.
Guard your goals
Life is unpredictable, ensure your dreams and goals are protected. You are your greatest ability to make money. Through a proper analysis of your needs I want to show you how to use insurance products to protect your ability to accomplish your goals while also contributing to your savings plan.