Every strategy starts with the same thing: a conversation

To build a strategy that truly fits your life, I first need to understand your story—who you are, your retirement goals, how you want to spend your time, whether you hope to support family members, and the legacy you want to leave. With this foundation, I can design a strategy that keeps you on track today and adapts as life changes.

Once I understand who you are and what you are trying to achieve, can build a comprehensive income strategy that shows year by year what your retirement income can look like. This will provide a detailed breakdown of your cash flow in every year as well as an optimal way to blend your savings, pensions, government benefits, and other income streams to maximize the income available and minimize the taxes you owe.

From there, I create a customized portfolio that balances risk and return, ensuring your investments align with your objectives. I also focus on minimizing costs so your money works as efficiently as possible—without unnecessary drag.

As an Associate Portfolio Manager and CFA Charterholder, I am bound by the fiduciary standard, meaning every investment decision must be in your best interest. At Aligned Capital Partners Inc., we are fully independent—there are no bank ties or proprietary products. This gives me the freedom to choose from any security that best fits your goals and strategy. My clients take comfort knowing the nest egg they’ve worked so hard to build is always working for their benefit—not anyone else’s.