With over 25 years of experience, I’ve built my career as a Financial Advisor on a passion for helping people navigate life through the evolving lens of investing, wealth creation, and retirement planning.
In today’s fast-moving and increasingly complex markets—where new investment opportunities, real-time information, and tech-driven platforms are constantly reshaping the landscape—having a skilled advisor by your side is essential. Building and protecting wealth isn’t a solo journey; it’s a team effort.
For more than two decades, I’ve had the privilege of sitting down with clients to understand their personal and family goals, lifestyle aspirations, and investment ideas. Listening deeply, learning from each conversation, and crafting personalized investment strategies are the most rewarding parts of what I do.
As a Certified Financial Planner (CFP) and licensed Financial Advisor with the Canadian Investment Regulatory Organization (CIRO), I represent WorldSource Securities Inc. My approach blends technology, research, and strategic insight to develop portfolios designed to capture market growth while providing protection during downturns—a discipline I’ve honed through years of dedication and hard work.
