As a financial advisor and Managing Director, I embarked on my journey during the tumultuous times of the 2008 global financial crisis. This pivotal period instilled in me the importance of risk adjusted returns and safeguarding against downturns. With a keen eye for vetting investment providers and crafting tax efficient strategies, my focus lies on helping clients plan to secure long term financial prosperity for their families across generations. Working closely with my father, Eugene, we have a combined 64 years of experience in the financial services industry. Through nurturing relationships that transcend generations, we have become knowledgeable financial advisors to families spanning four distinct age groups.