About

If you’re looking to build lasting financial peace of mind while living a balanced, fulfilling life, you’re in the right place. I encourage you to take a few minutes to explore the site and learn more about the strategies we can put in place together. Whether you’re just getting started or looking to take the next step, feel free to reach out—I’m always happy to connect.

I work with Clients across Ontario, British Columbia, and Alberta to help them take control of their financial lives. With a background in finance, accounting, and business management, I focus on simplifying the financial landscape—so you can make informed decisions with clarity and confidence.

From growing and protecting your wealth to preparing for retirement, reducing taxes, and building a personalized financial roadmap, I’ll work with you to create a plan that fits your life today—and adapts as things change tomorrow. Whether you’re navigating a major life event, managing risk, or planning long-term goals, I’ll be right there with you.

I don’t see financial strategies as a one-time service—I aim to build long-term relationships rooted in trust, understanding, and meaningful results. My goal is to be your advisor through every stage of life, offering guidance that grows with you.

As someone who understands how quickly life can shift, I believe that having a strong, flexible plan in place is one of the best ways to feel secure—no matter what comes your way.

Outside of work, I love spending time with my family outdoors, discovering new places, or just relaxing with a good book or a thoughtful movie.