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With over a decade of comprehensive experience in the financial industry, I am a an investment advisor with CIBC Wood Gundy; I am a graduate of a Master's degree in finance and portfolio management and I hold the Certified Financial Planner designation.

I help individuals, professionals, and business owners by using an integrated wealth management approach to navigate financial problems and solutions like, investment and estate planning, protecting their legacy, managing their inheritance, and taking care of their loved ones.

In my previous roles in the financial industry, I helped clients by setting up plans for different stages of their lives, making their ambition a reality, and working with them to realize goals that they were thinking unachievable but, with proper planning, the right tools, and the commitment, we succeeded in changing that perception.

When clients are invested in using the wrong strategies and/or the wrong investment products, I take the time to adjust their plan and set them up on the path to success.

Being an attentive listener, taking notes and summarizing goals in my meetings have always been the heart of my client’s interactions; understanding their unique situation allows me to tailor the investment and planning strategy to their specific needs.

Many individuals encounter significant challenges on their personal and financial journeys. My mission is to be the helping hand to support them with financial advice, planning, and wealth management.

The proud feeling of adding value to someone’s life is priceless and having experienced this feeling in my career has made me a strong believer in the power of planning and teamwork.

As a devoted family man, I recognize that taking care of our loved ones is paramount, therefore, I consistently assume the role of the educator, the good listener, and the problem solver.

In addition to my professional pursuits, I have a profound enthusiasm for motorcycle riding, photography, scuba diving and tennis.