Throughout your career there are times that you ask yourself; why do I do what I do? Is it worth it anymore? Should I try something else? After the financial meltdown and great recession of 2008/09 in particular, these were not easy questions for me to answer.

25 years on I’m still going strong, not because I have to, but because I want to.

I’ve accumulated all the conventional business degrees and industry courses necessary to do my job. But I learned from experience that the things needed to build success are passion and commitment: if you’re not passionate about what you do, you’re just putting in time, if you’re not committed to doing it, then you’re wasting your time.

When I sit down with clients who have been with me since the beginning, I am reminded often that there is a market for advice; not everyone wants to spend the great time and effort in trying to be successful investors. Guide and mentor both, my role is to light up the possible, shine it on the opportunity and help you see with both clarity and certainty.

So whether you’re looking for alternative investment opinions, education or advice; I’m your guy. In a world with increasingly cookie-cutter investment options, I’ll help you create a unique financial strategy that works for you.

I am fortunate to work with a business and life partner who is the Yin to my Yang. We live and breathe the downtown Toronto lifestyle. A bad commute to the office is having to grab an umbrella; our over-the-top shared office space is located less than 600 meters from our condo.

When we’re not working you’re likely to find us on King or Queen West supporting our favourite local bars and bands, or riding our bicycles around this beautiful city. A proud blended family with four amazing adult children, son-in-law and the dude, our grandson, all living in the GTA, it’s easy for us to host frequent family dinners and barbecues.