Financial Planner, CLU, CHS

Financial Planner, CLU, CHS I partner with my client to make smart decisions about their money..

I offer savings / investments for RRSP, RESP and non registered accounts in addition to Tax & Estate Planning. I use comprehensive Insurance Planning to protect my client from the unexpected with life insurance, disability and critical illness insurance, long-term care insurance.

“Wealth is not built by chance.It is built by strategy.”A proud milestone — Chartered Financial Planner®But credentials ...
03/05/2026

“Wealth is not built by chance.
It is built by strategy.”
A proud milestone — Chartered Financial Planner®
But credentials only matter if they translate into better advice and better outcomes for clients.
My mission remains the same:
Helping professionals and business owners build, protect, and transfer wealth the smart way.
The learning continues.

Address

101-65 Allstate Parkway
Markham, ON
L3R4T9

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+16473029610

Website

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