My Story 

I grew up in Tel Aviv and moved to Toronto in my early twenties, built a life here, raised a family, including two daughters.

I spent the first 15 years of my career on the inside of the financial industry, working at CIBC Asset Management alongside the portfolio managers and analysts who actually run the money. I saw how investment decisions get made, how strategies get built, and how the process works from the ground up. That experience shapes how I think about this work every day.

A few years ago, I went through a separation and divorce. Even with my knowledge, credentials, and training, I found the experience incredibly challenging. What I was missing was someone who could sit with me, help me think clearly, and support me in building a plan for where my life was truly going, rather than where it used to be.

That experience is a big part of why I do what I do.

Today I work with people navigating separation, divorce, major life changes, and complex financial decisions, and with families, business owners, and professionals across the GTA who want a structured, personal approach to wealth management.

Outside the office I love to be active: run, mountain bike, snowboard, and sail. Long trails, open water, time in nature, that balance matters to me. And at the center of it all, a father of 2 girls and 4 stepchildren.

My Approach

Every client conversation starts the same way, I listen first.

Before we look at a single number, I want to understand where you are. Not just financially, but in your life. What’s changed recently? What’s keeping you up at night? What does feeling secure actually look like for you, not in abstract terms, but specifically, for your situation?

From there, I follow a structured process I call the financial roadmap. It’s designed to help you get organized, see the full picture clearly, and build a plan that’s grounded in your actual circumstances, not a generic template.

The roadmap covers what you have, what you owe, where you want to go, and what it realistically takes to get there. It brings structure to a process that can feel overwhelming, and it gives you something concrete to move forward with.

Every engagement starts with a straightforward, judgment-free conversation. No pressure. No jargon. Just an honest look at where you are and what your options are.