Your Financial Future Starts with a Plan

Welcome! Based in Ottawa, I help individuals and families across the National Capital Region and all of Ontario build lasting wealth through disciplined, evidence-based strategies that have stood the test of time.

Complete Financial Services, Your Way

I offer advice-only planning or the full spectrum of financial planning services: from strategic planning and investment management to risk management and tax optimization. Whether you prefer advice-only planning for those who want unbiased guidance without products, just professional advice, or comprehensive ongoing management where I handle the implementation, the choice is yours.

My approach ensures your needs come first, with service options designed around your preferences and comfort level.

A Philosophy Built on Proven Principles

Every strategy I develop is grounded in five fundamental principles that form the foundation of successful financial planning:

Plan First, Then Invest – Before putting a single dollar to work, we'll create a comprehensive roadmap tailored to your unique goals, timeline, and circumstances. Your investment strategy flows from your life plan, not the other way around.

Focus on the Long Term – While markets fluctuate daily, wealth is built over years and decades. I help you maintain perspective and capitalize on the power of compound growth while avoiding the costly mistakes that come from short-term thinking.

Diversify – By spreading risk across asset classes, geographic regions, and time horizons, we protect your portfolio from the inevitable ups and downs of any single investment while capturing returns from multiple sources of growth.

Minimize Costs – Every dollar saved in fees and taxes is a dollar that continues working for you. Through strategic tax planning, efficient investment selection, and smart account structuring, we maximize what you keep of what you earn.

Behaviour – Stick to the Plan – The greatest threat to investment success isn't market volatility – it's human nature. I serve as your behavioral coach, helping you stay disciplined when emotions run high and markets test your resolve.

Comprehensive Services Include:

Advice-Only Planning – For those who prefer to implement on their own, unbiased planning advice without ongoing management or product recommendations.

Strategic Financial Planning – Comprehensive plans that integrate all aspects of your financial life, from retirement and education funding to estate planning and tax strategy.

Investment Management – Professional portfolio management aligned with your risk tolerance and long-term objectives, utilizing cost-effective, diversified strategies.

Risk Management – Comprehensive insurance analysis and recommendations to protect your family and assets from unforeseen circumstances.

Why Ottawa Families Choose This Approach

Whether you're Generation X planning for retirement, a growing family saving for education, or an entrepreneur building wealth, you deserve advice that puts your interests first. My clients appreciate having options: from comprehensive ongoing management to independent advice-only planning, all grounded in time-tested principles rather than product sales.

Let's discuss how strategic planning can transform your financial future. Your goals deserve more than hope - they deserve a plan that works for you.

Book a 30-minute initial FREE introductory consultation (click here to book)