We take care of your wealth growth needs, so that you can focus on your family and work.
Long term quality growth investment portfolio
CFA, CFP, Multi-year MDRT member
An Oxford maths graduate who loves the purity of maths; an ex-investment banker who enjoys the challenge of financial markets and now an expert portfolio manager and financial advisor with dedication and more than 12 years of experience.
A proud mom of two kids who knows how to take care of a family.
A passionate dancer, golfer, and flute player who appreciates the beauty of life.
Our Investment Portfolio Strategy:
A sustainable competitive advantage
Low capital intensity and sustainable high return on capital
Exceptional management and corporate governance
A strong balance sheet, without reliance on leveraging
Has the ability to invest in R&D to innovate
The industry has strong and attractive secular growth
Scalable business model
Superior long term revenue and earnings growth
Strong, predicable generation and growth of cash
We work with the top insurance providers in Canada to provide you with the most appropriate insurance plan.
Unit 200, 336 Sheppard Ave East
Toronto, Ontario, Canada M2N 3B4