CFP, CIM, FCSI CFP Certified

Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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I am pleased to offer professional financial planning services to individuals and business owners in Ontario.

My team is committed to superior service standards and developing lasting relationships with our clients and the communities where they live, work and run their businesses. Specifically, I work with a select group of like-minded clients who, among other things, have high expectations from their financial professional and are looking to develop a life-long relationship with a trusted and dedicated advisor.

IG Wealth Management Broader View

With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?

Associations and Community —


Certified Financial Planner professional, Financial Planning Standards Council
2010 - Present
Chartered Investment Manager, Canadian Securities Institute
2014 - Present
Fellow, Canadian Securities Institute
2014 - Present


Member, Richmond Hill Board of Trade
2017 - Present
Member, Connecting the Community
2017 - Present

general inquiries —

Suite 201, 1595 16th Avenue
Richmond Hill, ON L4B 4B1

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Investors Group

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