Certifications & Qualifications
Life License Qualification Program (LLQP)
Canadian Securities Course (CSC)
Life License
Mutual Funds
License
"Predicting Rain Doesn't Count; Building Arks Does"
-Warren Buffett
let's build your ark
Are my services right for you?
Simply put, Yes!
Financial Planning for the future does not have to be complicated.
I'm here to help you cut through the noise and find the Wealth Management Strategy that serves you & your family now, and into the future.
families
Protect Your Loved Ones
Your family means everything to you. I can help you find the financial strategy that allows you to spend more time with them, confident they are taken care of.
business owners
Protect Your Innovation
You've built something extraordinary from the ground up. Let's find a strategy that helps you keep more of what you've earned.
artists
Protect Your Creativity
Less time worrying about your future is more time dedicated to seeing your passion come to life. You need a plan as versatile & creative as you are.
Retirees
Protect Your Legacy
You've worked too hard to be complacent about your legacy now. Let's create a plan that protects the name you've built.