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I am a Certified Financial Planner (CFP). This certification is the gold standard in the financial planning industry. It certifies that I am committed to internationally-recognized professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planners Standards Council (FPSC). I mainly work with professionals and business owners. Our team offers goal based financial planning and various insurance products specific to your needs. For those in Toronto, life insurance is one of our specialties, which include products such as whole life, universal life, term life, critical illness, disability and group insurances. On the financial planning end, we will create a customized financial plan based on your goals that focuses on wealth creation and risk mitigation. This will be accomplished through an integrated planning process. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax, product, and insurance specialists, I will help you make sense of your options. Call me at 647-802-7726 for a quote or help with financial planning today.
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