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We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

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Hitting Your Financial Goals—Despite Economic Uncertainty

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June 9, 2025

Are You Missing the Mark on Retirement Planning?

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June 9, 2025

The Unexpected Reality of Eldercare

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June 9, 2025

Investment Postponement

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Use this calculator to see the results in just a few minutes.

About Us

We serve individuals, families and businesses all over Canada from our offices in Newmarket.

Our primary goal is to help each client meet their unique financial goals.

Our Dealership

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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We'll work hard to earn your trust

Financial Planning

Insurance Analysis

Portfolio Analysis

Tax Planning

Estate Planning

Retirement Planning

Hitting Your Financial Goals—Despite Economic Uncertainty

Are You Missing the Mark on Retirement Planning?

The Unexpected Reality of Eldercare