Investment Planning, Portfolio Management Consulting, Retirement Planning, Tax Planning, Estate Planning, Risk Planning and Comprehensive Financial Planning

Professional services are provided at a rate of $250 per hour with a 10 hour minimum engagement. Portfolio Management consulting services starting from 0.25%

A major focus of the work I do is to help my clients to intelligently preserve, manage and grow their wealth, so they can stop worrying about money and focus on their family and the important things in their lives. We can help to accomplish that goal by adopting conservative, low risk, tax effective strategies where appropriate.

As a  fee-for-service advisor, I am able to provide these services without the common conflicts of interests and lack of transparency found throughout the financial services industry.

Contact me today at 416.576.6777 for a confidential second opinion! Email me at