As a Chartered Investment Manager at CorePlan Financial, I primarily work with incorporated professionals, pre-retirees and retirees who are deliberate and keen about retirement planning. Through pension-style portfolio management, I continuously seek to preserve my clients’ capital and provide stable income through various market cycles. With tax efficiency and downside protection being key components for my clients, they can be confident that through active management and advice they will be well looked after throughout their retirement years. In addition, my team and I have the proficiency, resources and skill sets to explore estate planning strategies for dynamic, complex situations and simplify it to ensure the clients’ legacy is preserved and their wishes are realized.
I truly believe in building genuine, long lasting relationships with my clients and continue providing cutting edge advice as they evolve through various stages of their lives. Private wealth management is about consistency, reliability, predictability and efficiency. It is purpose driven and the process is dynamic rather than static. In a world where change is constant, I understand that your needs will change and we will adapt accordingly.
I am happily married to my beautiful partner Dorsa where you can generally find us around town indulging in new foods and craft cocktails! When I am not at work, or stuffing my face…I like to keep in shape with various sports such as mixed martial arts, weight training and soccer. I am also an avid traveler and actively involved with Children’s Wish Foundation.