Professionals & Executives
Maximize your income and investments with tax-efficient strategies.
Business Owners
Align your corporate and personal finances for long-term success.
Retirees
Create a reliable income stream and protect your wealth for future generations.
Ensure your money lasts as long as you do.
Evidence-based strategies tailored to your risk tolerance and goals.
Keep more of what you earn with smart, proactive planning.
Protect your family and pass on your wealth with confidence.
Safeguard your financial future from life’s uncertainties.
With over 15 years of experience, Mike helps clients simplify complex financial decisions. His approach is personal, proactive, and always focused on your goals.
He collaborates with a trusted network of tax specialists and portfolio managers to deliver fully customized wealth strategies—no cookie-cutter plans here.
Serving clients across Mississauga, Toronto, Oakville, Brampton, Etobicoke, and Burlington.
We’re here to take the burden of financial planning off your shoulders—so you can spend more time with family, travel, or pursue your passions.
You’ll hear from us often, not just when the markets move. Because real planning is built on real relationships.