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Helping Canada's High-Earning Young Professionals and Business Owners
How I Can Help
Personalized Financial Plans (no product pushing)
Debt Management & Budgeting
Investment & Asset Allocation Guidance
Tax Optimization
Financial Coaching & Accountability
About My Practice
About My Practice
Fee-only, CFA-led financial planning and coaching for physicians, consultants, and young professionals who want clarity, confidence, and peace of mind — without the jargon or sales pitch.
Why Work With Me?
Why Work With Me?
CFA Charterholder with 4 years of experience in banking & research
Evening & weekend appointments available
Fully virtual or in-home — on your schedule
Transparent pricing. No commissions. Ever.
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