Find a CEA

Have you just launched your career? Get off to the right start with a solid financial security plan for
today and tomorrow.
I’m here to help you see your financial options without complex jargon – so you have a clear
understanding on how to take control of your future.
Whether you’re saving for a down payment to buy your first home, a trip around the world, or the
freedom to stop working entirely, I can help you develop a custom financial security plan to put you
on the right track toward financial independence. Contact me today.

I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.

I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.

My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.

In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.

In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.

In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.

In 2016, I completed the Canadian Securities Course with honours.

In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.

I am an independent business and financial advisor.

CFP®, FCSI, FCUIC, RRA, RIS

Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning.  Located in Etobicoke at the 427 and Bloor.

As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.

I'm here if you encounter any estate related questions/situations that you may be unsure of.  Feel free to share them with me and I promise to return with succinct and easy to understand answer. 

I look forward to connecting and helping you support the families you serve.

Personal profile

“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”

So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.

I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.

A good relationship with an advisor can help take the complexity out investing.

Services

Investment Process

 -understanding your financial goals, obstacles and interests

Investment Beliefs

 -maintain objectivity, manage risks, and tax-smart investing

DFP

Dementia  Friendly Professional

We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease

I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.

At Professional Investments

"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."
   

With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates & trust, charitable and business organizations.

I have earned the professional designations of Fellowship of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®). A resident of Toronto, I am actively involved in the community by participating Million Dollar Smiles and Juvenile Ride for Diabetes. And, in my spare moment I enjoy fitness and personal wellness.

I will work with you each step of the way to help you progress towards achieving the goals and dreams you and your family share.