While information is widely available online, understanding how it applies to your unique situation, and creating a suitable action plan can be overwhelming. That’s where I come in. I provide private coaching to break down universal financial concepts and strategies into simple, easy-to-understand terms. Over 3 to 5 sessions, we’ll explore essential tools and financial vehicles available to Canadians and immigrants, address your specific questions, and design a solution tailored to you and your family.
These sessions are completely complimentary. All that’s required from you is a few hours of your time and a commitment to learning. You might wonder, “How do you get paid?” The answer is simple: the company you select compensates me with a commission. There are no fees on your end—just your dedication to your financial goals.

How do you get your money to make you money? The answer lies in strategic investing! Whether you’re focused on short-term or long-term goals, new to investing or aiming to diversify your portfolio, seeking an asset manager, or planning to manage and grow your own investments, I’m here to guide and support you every step of the way.
Disclaimer: I am not a registered stock broker. My expertise lies in registered and non-registered account types, savings plans, and programs that incorporate mutual funds and segregated funds.
Traditionally, asset managers charge clients trading and management fees. In this , however, the company you choose to invest with compensates me through a commission on your initial contributions. Additionally, I earn a small percentage of Assets Under Management (AUM). This structure allows you to focus entirely on building your wealth and achieving your financial goals without worrying about fees.

Is it possible to protect your growing assets, lock in your health, reduce taxes, and preserve your estate? Absolutely! Here’s the catch—you have to understand how it works to use it effectively. There are different types of insurance, each serving a different purpose. By learning about the options before you commit, you can turn insurance into a valuable asset instead of an unused purchase sitting in your closet.
Just like with investments, the insurance company you select compensates me through a commission. Additionally, I earn a small annual commission for serving as your advisor, ensuring your plan stays aligned with your evolving needs and remains up to date over time.

FAQs

On average, individuals require four sessions to develop a moderate to advanced understanding of financial concepts and topics. Each session typically lasts between 60 to 90 minutes.
Consultations are held at my dedicated office in the Brentwood area. Once your booking is confirmed, I will provide you with the exact location and directions.
*Please note, this is an appointment-only office.
If you're far from my office, don't worry—Zoom is an option.
Absolutely! I provide in-office Lunch & Learn sessions as well as virtual events for businesses and corporations.
These seminars are a collaborative effort—I invite other financial coaches and agents to join me, each bringing their unique expertise and perspectives. This approach ensures a well-rounded and enriching experience for all participants.
Financial education should be accessible to everyone. Schedule your complimentary seminar with us today!
Yes, I am licensed to provide financial education to all Canadian citizens, non-permanent residents, and visitors with open work permits.
However, I am required to be provincially licensed to conduct business in your province of residence. If I am not licensed in your province, I can refer you to a qualified colleague or local agent to assist you.
Disclaimer: I do not receive compensation for referrals.