Financial Planner


In my ongoing effort to be a financial resource to you, I will be hosting a presentation where I will be discussing financial issues as they relate to retirement readiness/estate planning/ optimizing cash flow/tax strategies and building your portfolio. the presentation is your opportunity to catch up on the latest news in the financial services industry as well as ask any questions that are most relevant to you.  

The seminars are held in the Greater Toronto Area Dates/times and locations are announced separately.  

If you'd like to reserve your spot, you may do so at any time by contacting me here.  

I look forward to seeing you soon!  

For businesses  

Would you like an informative and entertaining financial literacy seminar on any one of these or other financial topics at your workplace? Please contact me to arrange the time that is convenient to you and your staff and I will provide a catered meal with a valuable insight on a financial subject of your choice.