I am a seasoned professional with over two decades of experience in the financial services industry. With a degree in financial management and an impressive array of designations including CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CASL (Chartered Advisor for Senior Living), and CLTC (Certified in Long Term Care), I bring a wealth of knowledge and expertise to the table.
My passion lies in simplifying complex financial concepts and making them not only understandable but also actionable for his clients. At Element Squared, our mission is clear: we are here to help you chart your financial journey, identify your various financial destinations throughout life, and guide you along the most direct and efficient path, considering returns, risks, and taxes.
Life’s road can be full of unexpected twists and turns, but with our team by your side, you can rest assured that if you happen to take a wrong exit, they will swiftly get you back on track, preventing you from wasting precious time, money, and resources.
We understand that life is hectic, and financial matters often get pushed to the back burner. That’s where our dedicated team comes in. Their commitment is to take the burden of financial worries off your shoulders, allowing you to savor life’s moments without the stress of financial concerns.
I am not only a financial expert but also a family man. Along with my wife Nattalie, I am a proud parent to a son named Quinn and a daughter named Ava.
In my spare time I enjoy the thrill of the tennis court and indulges in various racket sports. However, my true passion lies in creating lasting memories with my family, a value that resonates with the heart of Element Squared Private Wealth – helping you secure your financial future so you can focus on what truly matters.