I build my best relationships with hard working families that want to make smart decisions with their money. I help them by eliminating financial stress while creating confidence so they can focus on the things that really matter in life.
I use a holistic approach with every one of my clients. I like to get to know them on a personal level by understanding their passions as well as their goals around family, life, and career. I then connect these to their current and desired financial objectives. Once I gain a full understanding of my client’s visions, values, and goals I begin to look for strategies and products that can align with their situation and help them get closer to financial freedom.
I reside in Etobicoke, and I was born and raised in the GTA. My passions in life revolve around physical health and finance, and in my opinion, both are crucial to unlocking a happy and fulfilling life. Becoming physically fit and financially independent both require goal setting, focus, self-discipline and consistency and by applying these aspects to my practice, I help my client’s live life to the fullest.