About me
With over 13 years of experience in the philanthropic sector, I’ve had the privilege of interacting with some of the most financially accomplished individuals and families across Canada, the UK, and Africa. These experiences offered valuable insights to the wealth-building tools and strategies used by high-net-worth individuals—not just to grow and protect their assets, but to create lasting legacies.
Today, I bring that same level of insight and strategy to everyday professionals, families, and business owners. Whether you're just starting to build your financial foundation or looking to preserve and amplify what you’ve built, I help you take control of your financial future with solutions designed to maximize growth, security, and impact.
I am fully licensed as an Independent Financial Advisor by the Financial Regulatory Services Authority (FRSA) of Ontario, and also a member of the Canadian Association of Gift Planners. (CAGP).
My Mission
My mission is to make smart financial planning more accessible - helping you align your financial goals with your values - and ultimately transorming your financial success into something deeply meaningful to you, and leaving a lasting impact on the people and causes you care most about.
Growth | Protection | Legacy
Aligning financial strategy with what matters the most to you...
Young Professionals
I enable newcomers and young professionals take control of their financial future by designing tax-sheltered strategies that grow and protect income, while creating opportunities to invest in life goals - like buying a home or launching a business - with proven strategies to retain and grow your capital, so that you can literally eat your cake and have it.
My approach empowers you to put your money to work in multiple places at the same time, laying the foundation for long-term security, flexibility, and legacy. Think of it as a smarter way to build wealth - without compromise.
Families
I support families in implementing customized, tax-advantaged strategies to grow and safeguard their income - while planning for major milestones like homeownership, children’s education, and eventually, a financially secure retirement.
Using innovative structuring techniques, I show you how to put your money to work in more than one place at a time—so you can meet today’s needs while building a strong foundation for tomorrow.
It’s about making your money stretch further without sacrificing lifestyle, security, or legacy.
Business Owners
I work with business owners to implement advanced wealth strategies such as infinite banking, using specially designed, tax-advantaged instruments that allow you to build equity while retaining liquidity.
This approach lets you borrow against your own growing capital to fund business opportunities, equipment, property, or personal investments—without interrupting the compounding growth of your assets.
It’s a smarter way to manage retained earnings, reduce tax drag, and create a self-financing system that works for your present needs and long-term legacy goals.