Every client’s goals are different — but they all deserve a plan that’s clear, personal, and built to last.
These are the core areas I focus on to help you grow your wealth, protect what matters, and prepare for what’s next.
Financial Planning
Planning isn’t a product — it’s how I help you make better decisions across your entire financial life.
We’ll build a personalized plan that evolves with you, covering income, retirement, tax-efficient investment planning, and more. Whether you’re preparing to retire, reduce tax drag, or pass wealth on to the next generation, the plan becomes a living roadmap — not just a one-time report.
Investment Management
Your portfolio should be efficient, disciplined, and designed for after-tax results.
I offer a range of investment solutions — including a low-cost, actively managed platform — and tailor the approach to your goals, risk profile, and tax situation. The focus is on consistency, tax efficiency, and doing the small things right over time.
Insurance Planning
Insurance is a key part of any lasting financial strategy.
I help clients use life and disability insurance to protect their families, secure their income, and strengthen their legacy. It’s about risk management — and building optionality into your long-term plan.
Intergenerational Wealth Planning
Wealth transfer isn’t just about what happens at the end — it’s a lifelong strategy.
We focus on maximizing returns and minimizing tax every year, so there’s more for you to live well now — and more to pass on later. We also coordinate across legal and tax professionals to make sure your legacy lands the way you intend.
Advanced Planning Support
I regularly partner with our CIBC’s partners to support more complex strategies — like business succession, charitable giving, trust strategies or tax-efficient retirement planning - when they align with your goals.
It's all part of building a plan that fits your life.
