I work with my clients to create a holistic financial plan, which includes: Investment portfolio creation and implementation, insurance planning, tax planning and preparation, cash flow analysis as well estate planning. My business is a fee for planning, where my clients pay a flat fee for all of my financial planning services. There are never any commissions or hidden fees for any of my services.
9033 Leslie Street Unit 1 Richmond Hill, ON Canada L4B 4K3
Proud father of four kids, I chose to join my natural inclination for human relations to my interest in finance. I accompany people in their quest for financial solutions, so that they are more accessible and easy to understand.
4150 Rue Sainte-Catherine #200, Westmount, QC H3Z 0A1