In 2016, I launched a meal delivery business serving Toronto and the GTA. I had the recipes, the logistics, and the demand — but not the financial foundation to scale it properly. That gap made one thing clear: even the best ideas need solid financial strategy behind them.

So I dove in. I started investing, tracking everything, learning from mentors, and eventually earned my Life License and completed the Canadian Investment Funds Course. But I didn’t stop there — I went on to complete the Canadian Securities Course and the Conduct & Practices Handbook, becoming a fully licensed investment advisor. Now I can offer far more than just mutual funds and insurance — I can build real, personalized strategies that grow with you.

Along the way, I saw something that stuck with me: the massive disconnect between Millennials and the financial services industry. Whether you're self-employed, working a salaried job, or running a business, most people think financial advice is either out of reach or not made for them. But research shows those working with an advisor save nearly twice as much — 8.6% versus 4.3%.

Now I help people like you build clarity, confidence, and real momentum with their money. Every client I take on gets my full attention — because this isn’t about transactions. It’s about relationships, trust, and building a life that works.

(Sources: The investment Funds Institute of Canada, www.ific.ca)