416-581-0081 ext 201
My goal is to provide clients with peace of mind by effectively managing their financial affairs. We live in a complex world with many financial challenges. You need someone with the education and experience required to seriously deal with these issues. As a Portfolio Manager and CPA, I have been helping clients create wealth strategies for over 20 years. I have built a team of talented professionals to ensure clients have customer service that surpasses their expectations. We will provide you with the best investment options available, we will lay out a written financial plan and we will communicate regularly in language that you can understand. We get to know our clients deeply, and we know what we are doing. Why settle for anything less?