Financial Advisor
I provide families with customized financial plans that helps them plan for their future and have control and clarity of their finances.
I provide investment solutions, retirement planning, cash flow planning, financial planning, business succession, estate planning, insurance, tax planning and protection.
I sit on the Board of Directors and Investment Committee for Proximity Group (Member of the Ontario Hospitals Association). I have been featured in numerous media outlets such as the Globe and Mail and awarded as a Top Advisor in Canada at IG Wealth Management. I take pride and ownership in delivering outstanding service and results for my clients that goes significantly above the industry standards.
I am grateful to have the opportunity to be a member of the Stouffville Chamber. Being a local in Stouffville and working with so many clients from our great town, it is my honor to continue to serve and be a leader in helping our community thrive and prosper!
