For more than thirty years, the world of finance, with its complex spreadsheets and detailed market analysis, has been my professional home. I’ve guided individuals and businesses toward their financial goals, armed with an MBA and credentials as a Chartered Professional Accountant (CPA, CA). I’ve helped build wealth, but I’ve always believed the real goal isn’t just about accumulating a number—it’s about what that number allows you to do.
After three decades in the field, I’ve seen that the biggest challenge for those approaching retirement isn’t just saving enough money; it’s designing a life worth saving for.
That’s why I created Retire with Style.
My Philosophy: A Richer Retirement
Retirement shouldn’t be an exercise in anxious penny-pinching. It should be the beginning of your most vibrant chapter. My philosophy is that a successful retirement is built on two key pillars:
- Financial Security: The foundation of any great plan. This involves clear, proven strategies to ensure your capital not only lasts but continues to work for you.
- Lifestyle Design: The structure you build on that foundation. This is about consciously planning for a life filled with purpose, passion, and personal sophistication—a life with style.
My goal is to bridge the gap between financial planning and life planning, providing you with the tools to build a future that is both prosperous and profoundly fulfilling.
Credentials & Experience
I bring a robust and tested background to the table to help you navigate your journey with confidence.
- Master of Business Administration (MBA)
- Chartered Professional Accountant (CPA)
- Chartered Accountant (CA)
- Over 30 years of professional experience in finance, accounting, and strategic planning for individuals and corporations.
What You’ll Find on “Retire with Style”
This blog is your resource for building a sophisticated and secure future. Here, we move beyond the basics and explore:
- Actionable strategies to maximize your investments and create reliable income streams.
- Intelligent downsizing analysis to unlock hidden equity and simplify your life.
- Clear explanations of complex financial topics, from tax efficiency to estate planning.
- Inspiration and practical steps for designing a post-career life that truly excites you.
The best years of your life are waiting. Let’s plan for them together.
Toronto
Canada
