Centre SquareWho you work with
An advisor in your corner since 1998.
Insurance, investments and cash flow planning for Ontario families and business owners, from someone who has done this for a living since 1998.
Insurance, investments and cash flow planning for Ontario families and business owners, from someone who has done this for a living since 1998.
I spent years playing competitive chess, and I plan the same way I played. In chess you take the centre squares early. Control the centre and you get more movement, more flexibility, and more options, for both defence and attack, as the game develops.
Your finances work the same way. We build a plan that takes control of your near-term priorities while keeping the flexibility to adapt as your mid and long-term goals come into view.
I hold a degree in Economics and spent a decade teaching business and Canadian Securities Institute courses at Humber College before returning to full-time advising. I have worked across insurance and investments my whole career, and in 2023 I earned the Certified Cyber Insurance Specialist (CCIS) designation.
Independent and advice-first. My job is to help you make good decisions, not to push a product. I serve clients across Ontario, in person through Southern Ontario and the GTA, and by phone or video anywhere in the province.