Not at all. In fact, this is the perfect time. Whether you’re trying to get ahead, protect your family, or just make sense of it all — we’ll build a plan that fits your life, not someone else’s idea of it.

I get it — life’s full. I keep things simple, respectful of your schedule, and focused on what actually matters to you. We can meet in person or hop on a quick Zoom when the kids are down.

I work with families all over Ontario (and beyond) virtually. You’ll still get the same down-to-earth support, whether we meet at a coffee shop or over a screen.

Not at all. You don’t need to show up with a spreadsheet — just a willingness to talk about your goals. I’ll explain things in plain language and guide you step by step. You’re never expected to figure this out alone.

That’s not how I work. I’m here to offer guidance, not push products. If there’s something I think could help protect or grow your family’s finances, I’ll explain why — but you’ll always make the final call.

Send a quick message. I’ll personally reach out to book a time that works — no automated runarounds.