You’re in your prime — building your career, your family, maybe even your dream life.
I work with a team of experts to bring you investment strategies that grow with you — whether you’re buying a home, raising kids, or planning for what’s next. It’s all about making your money work smarter, building real wealth, and setting you up to leave a legacy you’re proud of.
Simplified Investments
You’re in your prime — building your career, your family, maybe even your dream life.
I work with a team of experts to bring you investment strategies that grow with you — whether you’re buying a home, raising kids, or planning for what’s next. It’s all about making your money work smarter, building real wealth, and setting you up to leave a legacy you’re proud of.
Let’s keep it simple, strategic, and aligned with your goals.
INVESTMENT ACCOUNTS
I’ll help you figure out the right mix to match your goals — whether it’s saving for a home, retirement, your kids’ education, or building long-term wealth.
First Home Savings Account (FHSA)
Individual Pension Plan (IPP)
MUTUAL FUNDS & ETFs
Mutual funds and ETFs let you invest without picking stocks.
You’re pooling your money with other investors into a professionally managed mix of stocks, bonds, and real estate. It’s a simple way to diversify and reduce risk.
Mutual Funds are actively managed and priced once a day.
ETFs trade like stocks and often come with lower fees.
Both are solid options for building long-term wealth — without overcomplicating it.
PORTFOLIO MANAGEMENT
Through my partnership with licensed portfolio managers, you get access to advanced investment strategies beyond traditional mutual funds & ETFs — including private real estate, lending, global infrastructure, and active bond management.
We focus on building diversified portfolios across sectors, strategies, and asset types — balancing growth, income, and protection, all tailored to your goals.
BUSINESS OWNERS & CORPS
Own a corporation? I’ll help you make smarter use of your retained earnings — whether that’s investing through your corp, setting up an IPP, or using life insurance to reduce taxes and protect your legacy.
I come across a lot of business owners with cash just sitting in their corporate accounts. That money could be earning you returns, building long-term value, or funding your retirement — instead of just sitting idle. Let’s put it to work in a way that makes sense for you.
Simplified Investments
INVESTMENT ACCOUNTS
I’ll help you figure out the right mix to match your goals — whether it’s saving for a home, retirement, your kids’ education, or building long-term wealth.
First Home Savings Account (FHSA)
Individual Pension Plan (IPP)
MUTUAL FUNDS & ETFs
Mutual funds and ETFs let you invest without picking stocks.
You’re pooling your money with other investors into a professionally managed mix of stocks, bonds, and real estate. It’s a simple way to diversify and reduce risk.
Mutual Funds are actively managed and priced once a day.
ETFs trade like stocks and often come with lower fees.
Both are solid options for building long-term wealth — without overcomplicating it.
PORTFOLIO MANAGEMENT
Through my partnership with licensed portfolio managers, you get access to advanced investment strategies beyond traditional mutual funds & ETFs — including private real estate, lending, global infrastructure, and active bond management.
We focus on building diversified portfolios across sectors, strategies, and asset types — balancing growth, income, and protection, all tailored to your goals.
BUSINESS OWNERS & CORPS
Own a corporation? I’ll help you make smarter use of your retained earnings — whether that’s investing through your corp, setting up an IPP, or using life insurance to reduce taxes and protect your legacy.
I come across a lot of business owners with cash just sitting in their corporate accounts. That money could be earning you returns, building long-term value, or funding your retirement — instead of just sitting idle. Let’s put it to work in a way that makes sense for you.
INVESTMENT ACCOUNTS
I’ll help you figure out the right mix to match your goals — whether it’s saving for a home, retirement, your kids’ education, or building long-term wealth.
First Home Savings Account (FHSA)
Individual Pension Plan (IPP)
MUTUAL FUNDS & ETFs
Mutual funds and ETFs let you invest without picking stocks.
You’re pooling your money with other investors into a professionally managed mix of stocks, bonds, and real estate. It’s a simple way to diversify and reduce risk.
Mutual Funds are actively managed and priced once a day.
ETFs trade like stocks and often come with lower fees.
Both are solid options for building long-term wealth — without overcomplicating it.
PORTFOLIO MANAGEMENT
Through my partnership with licensed portfolio managers, you get access to advanced investment strategies beyond traditional mutual funds & ETFs — including private real estate, lending, global infrastructure, and active bond management.
We focus on building diversified portfolios across sectors, strategies, and asset types — balancing growth, income, and protection, all tailored to your goals.
BUSINESS OWNERS & CORPS
Own a corporation? I’ll help you make smarter use of your retained earnings — whether that’s investing through your corp, setting up an IPP, or using life insurance to reduce taxes and protect your legacy.
I come across a lot of business owners with cash just sitting in their corporate accounts. That money could be earning you returns, building long-term value, or funding your retirement — instead of just sitting idle. Let’s put it to work in a way that makes sense for you.
Simplified Investments
Unlocking Prosperity
Unlocking Prosperity
In partnership with Foster & Associates, we offer standout investment opportunities designed to grow and protect your wealth. Our strategies go beyond the basics—bringing you diversification across sectors, geographies, asset types, and investment styles. That means a blend of safety, growth, income, and uncorrelated returns through private lending, global infrastructure, market neutral funds, merger arbitrage, private real estate, and active bond management. You’ll get tailored, easy-to-understand solutions that align with your goals, manage risk, and help unlock your full financial potential.
In partnership with Foster & Associates, we offer standout investment opportunities designed to grow and protect your wealth. Our strategies go beyond the basics—bringing you diversification across sectors, geographies, asset types, and investment styles. That means a blend of safety, growth, income, and uncorrelated returns through private lending, global infrastructure, market neutral funds, merger arbitrage, private real estate, and active bond management. You’ll get tailored, easy-to-understand solutions that align with your goals, manage risk, and help unlock your full financial potential.
Get Started
End your financial worries and find peace of mind with a simple click. We're here to help you build wealth, boost your savings, and establish a robust financial legacy for future generations.