About

I grew up in a working-class family in the north of England. Life was simple, and family was everything. My mother was my rock, providing love and support every day. When she passed away in 2008 at the young age of 44 my world turned upside down. I was devastated and felt lost without her guidance.

Emigrating to Canada with my now wife and our two oldest children and starting over in a new country was not always easy. But we were determined to make a better life for ourselves. Despite our hard work and determination, we often found ourselves making tough financial decisions without proper financial advice.

I remember feeling overwhelmed and unsure about our financial future.

This drove home the importance of having access to proper planning and support, especially at a young age. I realized many people face similar challenges. I want to be there to help them avoid the difficulties we had faced. 

My mission is to help individuals find their own sense of financial direction and purpose. I want to equip them with the tools and resources they need to make informed decisions that will lead to long-term success.