Families are complex.
Wealth planning can be too.

Families count on me for their short and long term planning needs in good times and bad. I have been told that in addition to being a trusted advisor and wealth manager, I am an educator, a psychologist, and friend. I am honoured to provide valued advice and perspective. 

My career started in the estate and trust industry in Toronto, where I gained experience and a practical approach to estate planning. From there, I advanced to a corporate role and worked with financial advisors and their top clients all over Ontario. I gained valuable insight into how wealthy families think and interact with their money and their children. I was fascinated. I knew I could enhance the advisor/client relationship and the parent/child relationship based on my experience, my personality, and my practical approach. 

In 2006, my wife and I decided to move our family and my business to Muskoka. This was one of the best decisions I ever made, both personally and professionally. Since then, the business has evolved into a multi-family wealth management office that works with families in Muskoka, Toronto, and beyond. 

My passion is helping families manage their wealth in a way that reflects their family values and beliefs.  If this sounds relevant and worthwhile to you, let’s talk.