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An exclusive financial services firm specifically designed to help individuals and businesses formulate a strategy to reach their financial goals with ease and confidence.

Our story


With a degree in economics and accounting from York University and an innate entrepreneurial spirit, I found my calling in the financial services field.   Personally and professionally, I have always been involved in helping people achieve their dreams and enriching their lives.


More than just your financial magic wand, I am your steadfast ally as we go through life.  Whether you are purchasing a new home, financing a child's education or planning for retirement, I would like to celebrate all your achievements together.

Our values
Our history


Being in the financial services for over 20 years, I have experienced first hand the whims of the financial services, the ups and downs of the market, the introduction of new legislation, and the ever changing landscape of financial offerings.