I empower individuals, families and business owners to make informed financial decisions that align with their values, aspirations and life objectives. By deeply understanding the complex needs of my clients, we address the root of their wealth goals with holistic and personalized solutions that go beyond mere numbers. I combine extensive financial expertise with a commitment to client-centric relationships.
Using my philosophical background, I offer a full-service approach to private banking, financial planning and wealth management. My approach is centred on building a strong relationship built on open communication, trust and mutual respect. Understanding your unique circumstances and aspirations, I provide customized strategies that align with your individual goals and long-term vision. My team of specialized experts and associates deliver exceptional white glove service and advice.
Outside of work, I participate in team sports, ride motorcycles, listen to and create music, travel and pursue my passion for collecting memorabilia. I enjoy spending time with friends and family and I'm committed to trying something out of my comfort zone at least once a month.
- Personal Financial Planner (PFP®)
- Certified Financial Planner (CFP®)