Comprehensive financial planning for professionals, executives, and business owners who want a clear path to protect and grow what matters most.
As a Certified Financial Planner with Masters Insurance Financial through Investia Financial Services Inc., I take a comprehensive approach to help my clients make confident financial decisions. Based in Vaughan, Ontario, I work closely with professionals, executives, families, and business owners to build strategies tailored to their unique goals.
Whether you're optimizing your corporate tax structure, planning for retirement, protecting your family with the right insurance, or growing your investment portfolio, I bring the technical expertise and personal commitment to help you get there.
Every client's financial picture is unique. I offer a full suite of services so your strategy works together, not in silos.
Disciplined portfolio construction aligned with your goals, risk tolerance, and time horizon. Ongoing monitoring and rebalancing to keep you on track.
Strategic tax planning for individuals and corporations, including salary vs. dividend analysis, CCPC strategies, and year-end planning to minimize your tax burden.
Life, disability, critical illness, and long-term care coverage tailored to protect you, your family, and your business from the unexpected.
From Personal Pension Plans to RRSP/TFSA strategies, I help you build a retirement income plan that gives you confidence for the years ahead.
Corporate structuring, key person insurance, succession planning, and group benefits implementation to protect and grow your business.
Ensure a smooth and tax-efficient transfer of wealth to the next generation. Strategies that protect your legacy and your family's future.
Access your investment portfolio, review statements, and stay connected with your plan. Secure, simple, always available.
Log in to review your investment holdings, performance, and account details in real time.
Client Login →Access your quarterly statements, tax documents, and financial plan reports securely online.
Client Login →Time for an annual check-in or have questions? Book a meeting directly from the portal.
Book Now →Fill in a few details below for an approximate life insurance quote, powered by Life Design Analysis.
Fill in your details and we'll provide a personalized estimate.
Life insurance is the foundation of any sound financial plan. It ensures your family, your business, and your legacy are protected, no matter what life brings.
Submit your details through the quick quote form and we will run an analysis through Life Design Analysis to provide you with a personalized, no-obligation estimate. From there, we can walk through the options that best fit your needs and budget.
Practical financial insights and strategies for professionals and business owners navigating today's landscape.
Understanding the trade-offs can save you thousands each year in taxes and CPP contributions.
Why PPPs are becoming the go-to retirement vehicle for doctors, lawyers, and consultants.
Attract and retain top talent with the right benefits package, without breaking the bank.
Whether you're looking for a second opinion on your current plan or starting fresh, I'd love to hear from you.
Vaughan, Ontario, Canada
I offer video consultations across Ontario and Canada for your convenience. No matter where you are, quality financial advice is just a call away.