Who do you work with?

I’m eager to work with individuals or families who are keen to improve their financial life and, more importantly, their understanding of financial concepts. Ideally, I am best suited to help business owners optimize their revenue and finances with my 3-tier OBP (Owner, Business, People) Financial Wellness Program.

What makes you different?

I believe that the greatest value I bring is my focus on education, my commitment to a process, and my direct communication.  

I’m not a salesperson trying to push products. I’m a financial guide with a process that provides business owners and other individuals with a customized strategy that will put them on the path to financial independence. Oh, and of course I use top-quality financial products, but that’s a given. 

My business objective is to create strong life-long relationships with the people I work with and to be considered a financial resource throughout their financial journey.     

Why are you in this business?

Making a difference in people’s lives through finance is what drives me. I truly believe that many of life’s stressors can be traced back to a lack of financial peace.

I’m concerned about the growing financial crisis in Canada, especially the stats showing how many Canadians are heavily in debt and generally insufficiently prepared for retirement. I’m convinced that I can solve these issues with a genuine level of care and a well-crafted financial game plan.

Where are you located?

My practice is based in Burlington, Ontario where I live with my wife Katie and kids Audrey and Ethan. I work both virtually and in-person with clients across the province. I also have the capacity to help anyone throughout Canada if there is a good fit. 

How to reach me?

Connect with me via email to set up a time to chat about potentially working together.