A graduate of Ryerson University with a Bachelor of Commerce 2003, I commenced my career working as a bookkeeper for several businesses and charities until 2005, where I started working from Cobourg in an accounting firm.
During my time there, I registered with the Certified General Accountants of Ontario, and began taking the requisite courses towards a CGA designation, while simultaneously earning accreditation as a Mutual Fund, Labour Sponsored Investment and Life Insurance Specialist. I then augmented my employment portfolio with work as a financial advisor.
In 2007 I started my personal accounting practice from a Toronto office, where I began growing my client base. In 2009 I wrote my final exams and earned a CGA designation.
In 2010, I earned Certified Financial Planner (CFP) designation; a designation I utilize with the financial planning side of Canfin Magellan Investments Inc.. Through Canfin I provide personal and corporate financial planning services to my clients utilizing various investment tools including RRSPs, RESPs, Non-Registered Investments, TFSAs, Segregated Funds, etc.
I provide accounting, financial and consultation services that cater to varying clientele needs, with fees that are competitive for the quality and care provided.
Contact me anytime for a free consultation session.
Disclosure: Fee for Service Financial Planning, GICs and Mutual Funds are provided through Canfin Magellan Investments Inc. Insurance Products Provided through Canfin Capital Group Inc.