I arrived in Canada in 2003 as an immigrant from Colombia, with my MBA and a Bachelor’s degree in Finance and a proud father of two boys.
I started my career in the financial industry, helping professionals, diplomats, and business owners to navigate through their challenges, opportunities and life events that they would face every day, as I would.
I feel grateful for the opportunity to use my extensive knowledge, experience and skills to help other Canadians achieve true financial well-being
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