I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing comprehensive wealth management planning.
Currently employed as an Account Executive serving GTA west for Empire Life. Formerly a Financial Planner. Life Licensed as well as completed my Canadian Securities Course. I have also completed my CLU and CSH designations.
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.