What I Offer
Financial planning that fits your life.
Start incorporating your entire financial life into your financial planning
Whether you’re newly incorporated, mid-career or ready to start retirement, I’ll help structure your finances to maximize growth, protect capital, and align with long-term goals.
Design the lifestyle you want
From pensions to RRSPs to CPP timing and everything in between, I’ll create a personalized plan to secure your income and give you peace of mind in retirement.
Evidence-based strategies
for growth
I don’t speculate or guess. I make disciplined investment management designed to minimize risk of a bad outcome and grow your wealth reliably over time.
Keep more of what you earn
Smart tax planning means more money stays in your pocket. I’ll help identify opportunities to reduce taxes today while planning for tomorrow.
You want someone to guide you
You want a financial expert who’s in your corner—someone who uses data, not guesswork.
Expert Money Management
You want an expert you can trust to manage your money correctly.
Safe Environment To learn
You want to learn at your own pace while knowing you are making good decisions you won’t regret as your knowledge grows.
Decisions Based On Evidence
You want decisions made on the evidence, not someone’s gut feeling.
Transparent Fee
You want a transparent fee. There are no backroom deals or motives other than getting you to your goals efficiently.
Questions and Concerns
You want someone to answer your questions as they relate to you, not the broad public.
Ongoing Financial Planning
You want someone who will keep up with your life changes and will tell you when decisions need to be made.
Which Service Do You Need Most Right Now?
Frequently Asked Questions
Here are some common questions from our clients. If you don’t find what you’re looking for, feel free to contact us.
Still have questions? Let’s talk it through.
It’s a casual, no-pressure chat where we talk about your goals, challenges, and what you’d like to achieve. No jargon, no sales pitch — just clarity.
Nope! If you have specific financial documents or questions, bring them along. But it’s perfectly fine to come with just your goals and concerns.
I focus on evidence-based strategies — not hype or products. That means transparent, client-first advice designed around your life, not a sales quota.
That’s totally fine. You’ll have time to reflect and decide if working together feels right. No obligation.
Yes! I work with clients across Canada through secure video calls, so location is never a barrier.