Comprehensive advice for growing your savings, planning your retirement, and protecting your legacy in Northern Ontario, without the sales pressure.
We specialize in working with three groups in Northern Ontario who deserve straightforward, honest advice.
Growing your family? It's time to protect them. Get the coverage you need without the confusion or sales pressure.
Get Your Protection GuideTired of high mutual fund fees eating your returns? We use a hybrid strategy: low-cost digital portfolios for growth, and guaranteed funds for safety.
See Our Wealth StrategyDon't overpay for expensive bank mortgage life insurance. Learn the better, cheaper way to protect your mortgage.
Get Your Protection OptionsWe don't believe in "one size fits all." We combine low-fee global growth with institutional-grade safety to build a retirement plan that actually works.
For your long-term assets (RRSPs, TFSAs). We partner with Modern Advisor to build you a globally diversified ETF portfolio.
For money you can't afford to lose (Pension transfers, RRIFs). We use Segregated Funds to protect your principal.
Have a larger portfolio? We can partner you directly with a dedicated, CFA-designated Portfolio Manager from Modern Advisor. You get institutional-grade strategy execution while I remain your dedicated wealth strategist.
I'm a licensed financial security advisor born and raised in Northern Ontario. I have my MBA from Laurentian University, and I've worked in mining, project management, and the financial industry. I'm a young father, a union member, and I understand what it takes to build a life up here.
I went independent because I wanted to serve my clients with integrity, not corporate sales quotas. If you're looking for honest advice from someone who gets it, let's talk.
Read My Full StoryI work with Canada's top insurance carriers and digital wealth platforms to find the best fit for your financial future.
Building trust one client at a time. Real feedback from Northern Ontario families and workers.
Rated 5.0 Stars by Northern Ontario Families
See All Reviews on GoogleFree educational content to help you make better financial decisions for you and your family.
How the 20% government grant works, who controls the money, and what happens when the money comes out.
Read NowBounced around between employers? You might have an old pension sitting unclaimed. Here's how to find it.
Read NowWhat Northern Ontario families need to know about life insurance. No jargon, no sales pitch.
Read NowReach out today. Whether you want to send an email, give me a call, or book a meeting, I'm here to help.
Contact Me