Free portfolio review, first hour of financial planning free, complementary consultation.


I partner with a select group of successful Canadians to help them identify and achieve their financial dreams.

Having worked through the Great Recession in 2008 I'm acutely aware of the importance of prudent investment management and consistent communication.

With over 10 years of experience advising clients and the Personal Financial Planner and Chartered Investment Manager designations I have the experience and expertise that clients can depend upon.

What makes this business special?

Proven, straightforward, low-risk strategies to ensure stability of income and an unwavering commitment to service.

Open hours today: 6:30 am - 2:30 pm
  • Monday

    6:30 am - 4:30 pm

  • Tuesday

    6:30 am - 4:30 pm

  • Wednesday

    6:30 am - 4:30 pm

  • Thursday

    6:30 am - 4:30 pm

  • Friday

    6:30 am - 2:30 pm

  • Saturday


  • Sunday


  • February 3, 2023 12:15 am local time

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