About Us

I am pleased to introduce myself and offer to assist you in outlining and fulfilling your financial goals as a Certified Financial Planner registered with Sterling Mutuals.

My experience within financial services industry began over 17 years ago at one of the largest Trust Companies in Canada. While sharpening my work and client service skills in the capacity of Financial Services Officer, I graduated with Honours from the University of Toronto Business Certificate Program. In 2006 I achieved the Certified Financial Planner designation. Prior to joining Sterling Mutuals I worked as a Branch Manager and Financial Planner with one of the largest community based Credit Unions in Ontario. I chose to join Sterling Mutuals as an independent Financial Planner to provide a superior level of service for my clients and unbiased advice.

Sterling Mutuals provides advanced technical and marketing support to advisors, while respecting advisor’s unique value proposition. Sterling promotes the use of best practices with investor protection being a primary concern.

Financial Planning has always been my passion, as it leads to:

• Financial Contentment
• Family Harmony
• Personal Fulfillment
• Social Involvement

Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs. Therefore, it is my priority to meet with you and discuss your financial plan and ensure that you and your family are:

1. Protected from Unexpected Events
2. Maximizing Your Wealth Creation Opportunities
3. Minimizing the Income Taxes you Pay

My goal:

Long term relationships with my clients built on personal trust and a history of Financial Success

“We make a living by what we get, but we make a life by what we give.” Winston Churchill

I believe in giving to community and to people in need:

• I am an active sponsor of Canadian Taxpayers Federation, not-for-profit citizen’s group dedicated to lower taxes, less waste and accountable government.
• My tax advisory practice, Canadian Tax Credit Corporation, serves people with disabilities and chronic conditions as well as seniors to obtain maximum tax credits from Federal and Provincial Governments.
• I am and active sponsor of Plan Canada, Charity that supports advancement of Girls in developing countries.
• I sponsor and fundraise for various Ukrainian Community Organisations to promote advancement of Democracy in Eastern Europe, and help Refuges, Wounded, Widows and Orphans affected by Civil War in Ukraine.