About Me

My purpose as a Life, Living Benefits and Wealth Insurance Advisor, is to enable individuals and business owners to have a lasting impact on their families and communities without the burden of approaching every decision with their financial destination in mind. I collaborate with you and your team of professionals to understand your goals, priorities and needs, build your financial plan, and craft tax efficient wealth creation, protection and transfer insurance-based solutions that complement your financial plan so you can focus on your day-to-day activities that help you achieve your financial goals. Having honed my creative and collaborative approach as a former musician and consultant, you can count on me to deliver a practical executable strategy, like a compass in the palm of your hands, guiding you to your financial destination. When I am not helping my clients build their financial compass, I enjoy traveling and exploring new cultures with my wife, spending time with family, listening to music, swimming, playing recreational sports, skating, skiing, and playing board games. I also enjoy reading up on various topics that I can share with my clients to help them protect their financial security and achieve their financial goals. The various topics I enjoy reading include global events, financial market news, lifestyle practices and habits that contribute to mental, emotional, and physical health, and other fun facts.

My Experience

Having started my career in 2009 within the financial services industry, I spent eight years in data and analytics consulting, an Advisor for organizations across North America, helping them develop a strategy and executable plan, and helping them implement it to improve their client experience and operate more effectively to achieve higher profitability. Throughout this process, I have collaborated with their partners and technology partners to implement technology and operational changes, helping organizations operate effectively in their new world to achieve their goals. As an Insurance Advisor knowledgeable in insurance-based tax efficient solutions, I bring the same collaborative, client centric approach, growth mindset and analytics expertise, paired with my investment knowledge and investment valuation and analysis expertise demonstrated through passing Level 1 and Level 2 of the Chartered Financial Analyst (CFA) Program, and portfolio management and wealth planning knowledge acquired through learning Level 3 of the CFA Program. This insurance, investment management, wealth planning and wealth management knowledge enables me to help clients and collaborate with their trusted professionals to define their financial goals, build a practical financial plan, and implement insurance-based tax efficient solutions in their strategy so they can achieve their financial goals while protecting their income, assets and lifestyle during their working years, in retirement and when transferring their wealth to the next generation and charities most important to them.