About

My background is 13 years in public accounting as a CPA (CA) and now 9 years in personal finance. I am passionate about helping families and small business owners to plan for and achieve better financial futures. I work within a brokerage that combines many services under one umbrella - debt solutions, life & critical illness insurance, mutual fund and segregated fund investments, mortgage referrals and much more! My consultations are always free, no obligation and confidential.