Address:
1 University Avenue, Suite 201 Toronto, Ontario M5J 2P1
Languages:
English
Phone:
416-366-8771
Email:

You've worked hard to get where you are and have a vision for where you want to go. I can help you realize that vision. With my expertise and service, we can build a plan to help maximize your wealth while protecting your assets. As a Sun Life Financial advisor, I'll work closely with you to fully understand your specific needs and goals. I'll then help you make informed choices that pave the way for a strong financial future.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own