With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates & trust, charitable and business organizations.
I have earned the professional designations of Fellowship of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®). A resident of Toronto, I am actively involved in the community by participating Million Dollar Smiles and Juvenile Ride for Diabetes. And, in my spare moment I enjoy fitness and personal wellness.
I will work with you each step of the way to help you progress towards achieving the goals and dreams you and your family share.