Protection + Tax Savings + Wealth Building—all through one simple strategy tailored for families in Canada
Book a Free 15-Minute CallComprehensive financial planning through three core strategies
Protect your family with the right coverage—life, critical illness, and disability insurance tailored to your needs.
Calculate your needs →Maximize RRSP, TFSA, FHSA, and RESP benefits to reduce taxes and grow your wealth faster.
Tax calculator →Build long-term wealth with smart investment strategies and comprehensive retirement planning.
Growth calculator →Free seminars and one-on-one coaching to help you understand your finances and make confident decisions.
Book a session →Financial planning explained in plain language—no jargon, no confusion.
Proven methods to save thousands in taxes while building wealth for your future.
Fully licensed professional with deep expertise in Canadian financial planning.
Free financial planning consultations—get expert guidance without upfront costs.
"Helped us save over $8,000 in taxes through smart RRSP planning. Clear explanations and great follow-up!"
"Finally understand our life insurance needs. The calculator tools made it so easy to see what we actually need."
"Best decision we made was booking that free call. Now we have a clear retirement plan and peace of mind."
Step-by-step guide to maximizing your RRSP before the deadline
Download PDF →Comprehensive checklist for Canadian retirement planning
Get Checklist →Book a free 30-minute consultation to discuss your specific situation
Schedule Free Call30-minute free consultation to understand your goals and situation
Collect information about income, assets, and current coverage
Compare providers and create personalized recommendations
Put your plan into action with ongoing annual reviews
I'm a licensed financial professional with World Financial Group (WFG) and multiple leading Canadian institutions. My mission is simple: help families protect their income, save on taxes, and build long-term wealth through unbiased, personalized planning.
"I'm building my practice by focusing on long-term relationships, not quick sales. I take the time to understand your unique situation and build a plan that actually works for you."
Join a growing team of licensed professionals helping Canadian families. Flexible hours, comprehensive training, and unlimited earning potential.
No pressure, no obligation. Let's discuss your goals and see how I can help.
No. I'm compensated by the financial institutions when we implement your plan. My planning services are completely free to you.
No. I partner with multiple leading providers through WFG, which allows me to compare options and find the best fit for your needs and budget.
Absolutely. We can start with basic protection and build from there as your income grows. Even small steps now compound over time.
Perfect! I'll review your existing coverage to ensure it's still appropriate and identify any gaps or optimization opportunities.
No preparation needed. Just bring an open mind and be ready to discuss your goals, current situation, and concerns. I'll guide you through the rest.
I'm based in Kitchener, Ontario, and serve clients virtually across Canada or in-person in the Greater Toronto Area.