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Guided by a deep-rooted passion for financial literacy, inspired by over 25 years of industry insight passed down from my father, I am dedicated to empowering clients at every stage of their financial journey. From an early age, I’ve had exposure to financial markets and personal finances which has instilled insight and knowledge surrounding financial literacy that many people my age lacked. It’s important for me to build a practice and platform that allows me to share my knowledge and serve my clients in the various stages of wealth creation, preservation, and withdrawal.

My platform looks to inspire our community financially by helping clients reach their goals and involving myself in causes that I believe in. The power of supporting and providing you the opportunity to achieve your wealth goals is what drives my purpose. Earning the respect of my clients and community does not strictly stem from what I do, but rather how and why I do it. My approach is not just about offering financial advice; it’s about creating a lasting partnership that spans generations.

As a bilingual advisor fluent in Farsi who spent four years living in Canada’s financial capital, I bring a unique perspective and the ability to connect with a diverse range of clients. My long-term commitment to the financial industry is a cornerstone of the trust and peace of mind I offer.

By focusing on your unique needs, continuous discovery, and a structured, personalized approach, I ensure that each your unique goals are understood and met with the highest quality of service. My four-step process—understanding client’s needs, creating an investment strategy, implementing the investment strategy, and maintaining consistent reviews—ensures that clients are on track to achieve their financial aspirations.

Whether it’s financial planning, investment advice, estate planning, registered savings, or business solutions, I offer a comprehensive suite of services designed to support my clients' financial success across generations.