Having lived in Europe for several years through various market conditions, I saw first-hand how monetary changes can impact the economy, individuals and families. It's because of these experiences that I want to understand you, your story and your aspirations.
Once I get to know you, I engage my expert colleagues to tailor a wealth plan specifically to your unique needs. My team and I also engage your external advisors to make sure that everyone is on track to helping you achieve your financial goals.
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Fellow of the Canadian Securities Institute (FCSI®)
- Personal Financial Planner (PFP®)
- BA from the Western University
- Fluent in Italian