I help people achieve their goals and dreams. Professionals, families and business owners trust me to help them plan for all stages of life and protect what matters most to them. To ensure my clients achieve their financial and life goals and dreams, I’m dedicated to educating and working with them by applying my 20 years of experience in financial services.
My personalized holistic approach to financial planning includes:
• Insurance
• Investments
• Mortgages
• Retirement planning
• Estate planning
• Tax planning
• Individual health benefits
• Group benefits for business owners
• Charitable giving
• Cash flow management and budgeting
In 1999, I earned my Bachelor of Business Administration (BBA) degree from the Schulich School of Business at York University. When I’m not meeting with clients, you can usually find me at the gym as I’m very passionate about health and fitness, including weight training, boxing, spin and yoga. I spend my free time with family and friends, and one of my favourite roles is being an uncle to my two nephews and niece.
While I live in downtown Toronto and work out of Freedom 55 Financial’s downtown Toronto office at University and Queen, I serve clients all over Ontario with a focus on the Greater Toronto Area (GTA).
My team and I offer personalized holistic financial planning for all stages of life to protect what matters most to you. I work with my clients to understand their goals, dreams and time frames to develop a personalized holistic financial plan to help us achieve these goals together. We meet on a regular basis to review your unique plans and make adjustments as necessary.
Do you have a financial plan to help you achieve your unique goals and dreams? If so, when was the last time that you sat down and reviewed it with someone in person? Please contact me if you'd like to develop a personalized holistic financial plan to achieve your goals and dreams – or if you'd like a free second opinion on your current plan.
