I specialize in working with clients to create for them holistic financial plans that start from a discussion of a client's goals and dreams, and then find proper investment strategy, risk management, tax planning, and philanthropic strategy to bring those dreams to life. As an artist myself, and a former hospitality professional, I especially love to work with those who have a strong connection to the GTA arts scene, hospitality sector, or those who identify as artists.
After all, you are unique, and your financial plan needs to reflect both who you are in goals and values.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want