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Investment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
5140 Yonge Street Suite 1600 North York, ON M2N 6L7Map
With over 27 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.