A Successful Certified Financial Planner in Toronto, Ontario, Canada, with
20 years of experience.
Provide independent and comprehensive advice to individuals, families and
Contact us today to schedule a private and
confidential one-on-one consultation.
I believe that working with my clients goes beyond simply providing financial advice. As we plot out a Life Plan together we are planning a route towards their goals. My role is to use my expertise and all of the tools at my disposal to act as a steward for their dreams.Here are a few things theyıve had to say about my advice:
Thank you for all your assistance and explanations these past
two years. Your support has made a real difference to our sense of well-being.
May you receive in return, as much as you give.
-- Lydia & Fred Fletcher
Investing seemed so complicated that I kept
putting it off. At the same time, I was very worried about how I was going to make
certain things happen. Your expertise was obvious … your
handholding was reassuring. Thank you again for making my dreams a reality.
-- Diane Beebe
Your unbiased and informative advice has been the reason why my wife and I have come to increasingly rely upon your recommendations over the years. Thank you for your integrity and for remaining objective when it comes to our financial health matters.
-- Kirit Patel, CA.