One-Stop-Shop for All Your Financial Needs

I pride myself on being your go-to provider for all financial needs, no matter where you live in Canada. Whether you’re looking for personal insurance, visitor insurance, or expert financial services like investment and mortgage, I'm here to help you.

Thoughtful, Personable, Transparent

I understand that there’s not a one-size-fits-all approach when it comes to finance. That’s why I value constant communication with my clients, understanding their needs in-depth and looking outside the box for innovative solutions to their distinctive insurance risks and financial objectives.

My Journey

I am a licensed Financial Planner and Mortgage Agent operating in Ontario, Canada. I call myself the change maker due to the versatility of experience I possess. I carry more than 1.5 decades of work experience in the Insurance and Financial space. I am also a published author and have traversed 20+ countries.

I aim to solve financial challenges for my clients by working closely with them to help define the objectives and then identifying the right products to help them achieve those goals.

I am an engineer in Computer Science and an MBA in Marketing Marketing. I am also affiliated with the Rotary Club of Canada and several other volunteering organizations across the globe to try and contribute towards a positive change in the world.