As a Certified Financial Planner® (CFP®), I specialize in working with high-net-worth individuals and families to craft personalized financial strategies that align with their unique goals since 2008. Whether it’s investment management, credit planning, tax planning, estate planning, or retirement strategies, I focus on providing comprehensive solutions that preserve and grow wealth for the long term.

I am passionate about guiding clients through the complexities of financial decision-making, ensuring they have a clear and actionable plan that reflects their ambitions and priorities. With a deep understanding of the intricacies of wealth management, I strive to create strategies that not only protect but also maximize opportunities for financial success.

Outside of work, I’m a proud father of two young boys, and my family is at the center of my world. Balancing my professional expertise with a fulfilling family life allows me to bring a grounded, holistic approach to the financial planning process—focused on both present enjoyment and future security.

Let’s work together to build a tailored financial plan that meets your needs today and secures your future tomorrow.

Ash works closely with David and his clients in providing Financial Planning with a particular focus on Credit, Tax and Estate planning. In addition to over 30 years’ experience in the Financial Services Industry, including roles in Financial Advice and Senior Leadership, Ash has achieved the following designations:

-    Certified Financial Planner
-    Fellow of the Canadian Securities Institute
-    Certified International Wealth Manager. 
 

Leah, who joined the team in 2024, works her magic behind the scenes to prepare everything to make transitions and transactions easy for our clients.

Her experience comes from diverse backgrounds in banking, insurance brokerage, logistics and research. Leah graduated with a degree in Computer Science.

Leah oversees the administrative duties and other ad hoc initiatives for the team. She thrives on a sense of completion and finds it fulfilling to ensure client accounts are in perfect order.

You can rely on her in setting-up the appropriate digital tools and opening new accounts.

When she is not at work, she loves to spend time with her family. She also loves to bake, which is a wonderful bonding time activity with her daughters.