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Senior Investment Advisor
Working together to help you achieve what truly matters to you
5140 Yonge Street Suite 1600 North York, ON M2N 6L7Map
I strive to deliver a comfortable client experience and provide a holistic approach to wealth management for high net-worth clients. I will work with you to identify your financial needs and implement solutions over different stages in your life by establishing a strong working and personal relationship. I hold myself to the highest standard, putting clients first in my pursuit to provide the best-in-class client experience built on care, compassion and extensive expertise.
I offer a personalized approach and a customized investment portfolio and financial plan. I have access to financial products and services to meet all of your financial needs and will work with your other professional advisors, i.e. accountant and lawyer, to ensure the proper management of your complete financial affairs.
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.