416-581-0081 ext. 210
I work with a variety of entrepreneurs, professionals, and institutions but specialize in serving the unique needs of individuals in the sports & entertainment industry. Understanding the earning potential, health risks, spending habits, and lifestyle costs of athletes, sport professionals, and entertainers has provided me with the expertise to create a business model that is tailored to the specific needs of these individuals. Providing a holistic approach to asset management, with the support of Raymond James experts, I serve as a quarterback to the financial game plans of a variety of different investors.
I hold a Bachelor of Business Administration from the Goodman School of Business at Brock University, a diploma in business from Niagara College, and have completed numerous courses offered by the Canadian Securities Institute.
Most recently, I have been accepted into the first of its kind program at Athabasca University (AU). The Business of Hockey Institute (BHI), founded by Calgary Flames President of Hockey Operations Brian Burke and Ritch Winter, President of Wintersports Ltd., have collaborated with AU to develop an elite, graduate level, executive MBA. This program has been designed with the end goal of elevating the business side of the game.
Financial advising is more than just about stocks, bonds, mutual funds, and annual returns. It is about getting to know the financial concerns, personal and business goals, and ultimate wishes of you on an in-depth level. We value everyone we do business with as partners in a journey together and pride ourselves on offering a holistic, in-depth approach to managing your wealth.
Our relationship will be built around transparency, honesty, and trustworthiness; while ensuring your needs are placed in front of ours in all circumstances. This is my promise to you.