Creative Wealth Smarts

CERTIFIED FINANCIAL PLANNER - CFP®️BASED IN THORNHILL, ONTARIO

As a Portfolio Manager/Wealth Advisor, I’m passionate about helping clients with the intricate relationship of money, wealth, and mindset.

I help dentists, medical professionals, and high net worth clients create a calm mindset both in their office and in their wealth through my DDS Plan for Wealth, through which I have helped clients transform the way they relate to their wealth, investments, and their office work.