Our Team

"My introduction to retirement income planning was working for a CERTIFIED FINANCIAL PLANNER professional who ran a busy financial advisory practice in Kingston, Ontario. Many of his clients needed help with retirement income planning and my task was to structure tax efficient retirement income.
I was hooked!! I continue to love working with clients who are planning for and approaching retirement. Retirement income planning takes into consideration all sources of income and all financial assets to create sustainable income for your lifetime."

"I am determined to challenge myself to grow and expand my knowledge in the marketing industry. I look forward to being regarded as a highly motivated individual, thanks to my ideas, my thinking process, my personality, and my work ethics.

I am always inspecting new things to learn to become a highly knowledgeable individual. I have gained particular skills thanks to my experience and education which spans over two continents.