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235 Yorkland Blvd, Suite 1200 Toronto M2J 4Y8
I have been helping individuals and business owners for over a decade in financial planning, potential investment strategies and insurance solutions. With a solid background and qualifications – including an MBA, CFA, and Life License – I have contributed to the success stories of individuals and businesses alike.
I have partnered with the top insurance providers and financial institutions in our industry to provide my clients elite investment, wealth management, and insurance solutions. My diverse skill set, extensive years of experience, and unique approach give me the ability to connect with each client and understand their pain points. My hard work and dedication have helped entrepreneurs and individuals to make well-informed decisions and achieve successful financial success. I pride myself in bringing a smile to my client’s faces while removing all worries with effective financial planning.
Whether you are looking to secure your retirement nest egg, succession planning for your business, purchase a home, access alternative investments or protect your income, I can help you with all of these financial goals.
I also like to give back to the community and take up charitable work outside my professional sphere. This includes volunteering through Habitat for Humanity, serving dinner at homeless shelters, and managing information booths for the Toronto Vegetarian Association at various trade shows. My hobbies include a diverse range of activities from games like tennis, soccer and volleyball to Latin/ballroom dancing.
I have established myself as a friendly and credible financial advisor and strive to be a leader in financial advisory by helping individuals and business owners reach their financial goals.