About Us

As an Accountant (CPA CGA), (Independent) Certified Financial Planner (CFP®) and Registered Retirement Consultant (RRC®),  I have been honoured to serve individuals, families and entrepreneurs for 20+ years by helping them manage their accounting, tax, business and financial/estate planning needs. I understand the demands and challenges of entrepreneurs in particular; I'm one too.

I'm passionate about helping clients improve their financial wellbeing and financial peace of mind and become more empowered and informed about their finances. My goal is to help ensure clients can meet their short term and long term financial goals and answer the financial questions that otherwise would keep them up at night.
As an independent financial planner who is licensed for insurance and mutual funds and not working for a bank or large financial institution I am best able to work without conflicts and to work in a client's best interest. I offer no cost/no obligation portfolio reviews and financial plans because I believe in the difference a plan can make in reducing financial stress and improving overall financial wellbeing. As a designated Certified Professional Consultant on Aging (CPCA), I am also passionate about providing Age Friendly financial services. I