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Opes Wealth Strategies Certified Financial Planner for professionals, small business owners and families, serving Toronto and GTA

As a consumer I constantly encountered a lack of transparency, choices, and compartmentalized services such as investment, insurance, mortgages and loans managed by different institutions. This led me to become a certified financial planner ten years ago and I developed a passion to help other families with their unique financial situations. My passion for learning this industry has awarded me
the highest industry qualification for all areas of financial planning. As a former dentist I have experience working with professional medical and dental corporations and group plans. I understand and successfully plan for unique situations that Canadian immigrants and families encounter. I network with other professionals such as lawyers, accountants and estate planners to provide comprehensive service for my clients.

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