About Me

Individuals, Family and Society as a whole. I was passionate about learning and I have been continuing my education by completing courses in Philosophy, Psychology and Statistics at York University ( Uni. First ). I wanted to share my knowledge and broad experience of dealing with wide spectrum of people. My interest in financial services began at a young age when I was dealing with patients who were devastated not by the injury but by the loss of Income, not planning upfront and going through a very challenging rough patch. I had seen scores of families losing big time due to lack of planning. Ultimately, I realized that it is equally important to help people by educating them in financial planning and securing the future. I was Tax consultant, Universal Banker and this lead me to being Leading Investment Consultant for many years. But I also felt the importance of securing the family and self, by getting the foundational philosophy of investment, that is Insuring the future. This lead me to the Insurance Industry where I can holistically approach the needs and goals and advise with my vast experience, skills and knowledge of the financial Industry.

My Experience

My philosophy is “ to earn clients’ trust by being honest, being humble, doing the due diligence and keep service before self.” My main goal is to help individuals and families, plan for their future by optimizing their current financial state and building a foundation of financial security with the ultimate goal to better serve clients through financial literacy and proven financial strategies. I value understanding client’s entire financial picture and creating plans that align with their goals. I look forward to helping new and existing clients on their financial journey and supporting them in achieving their lifelong goals.