Why work with me?
For over a decade, I’ve helped Canadians plan, protect, and grow their wealth — with a focus on creating income strategies that are simple, tax-efficient, and built for real life.
I’ve had thousands of conversations with everyday Canadians about their financial lives — most of them not the “high-net-worth” clients that most advisors chase. This perspective has shaped my approach:
-
No planning fees
-
No requirement to move everything over right away
-
A focus on making your money work harder, with less stress and more predictability
Alongside advising clients, I’ve also invested and worked directly in the fields I offer — including real estate lending, development, and asset management — giving me a practical, real-world view of how these strategies perform.
