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Goal based and value focused. These two concepts are at the core of my investment philosophy. I believe that my client's goals and time horizons are the primary drivers in constructing and managing a secure and efficient portfolio.
I believe that everyone finds comfort in knowing their family's financial well being is sound and protected. I strive to gain a deep understanding of my client's goals and values, enabling me to create a comprehensive and tailored wealth strategy. My client's financial plan encompasses personalized asset and income protection strategies, integrated with tax management and retirement planning needs.
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
Bachelor of Management and Organizational Studies degree with a specialization in Consumer Behavior from the University of Western Ontario
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.