Investment Planning & Financial Advice

I specialize in investment planning and financial advice, helping professionals, athletes, and families build, grow, and protect their wealth with a personalized, goal-driven approach.

How I Help My Clients:

✔ Goal-Based Planning – Tailored strategies to achieve your short- and long-term financial goals.

✔ Investment Management – Maximizing growth through TFSAs, RRSPs, and other investment vehicles with a tax-efficient approach.

✔ Retirement Planning – Structuring your finances to ensure long-term security and financial freedom.

✔ Risk Management – Assessing and optimizing insurance solutions to protect against unexpected life events.

I work with individuals who are ready to make a change and take control of their financial future. If that sounds like you, let’s schedule a conversation and build a plan that aligns with your goals.