I’m a responsive, reliable, independent CERTIFIED FINANCIAL PLANNER® who has been helping individuals and families for 30 years in Markham and surrounding areas. I achieve goals by understanding clients’ thinking, goals and lifestyle. I apply a holistic approach focused on retirement, investment, insurance, tax, estate and education planning.
A graduate of Ryerson University with a Bachelor of Commerce degree, I am a CERTIFIED FINANCIAL PLANNER® and I’ve completed the Canadian Securities Institute's securities trading and ETF courses.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.