Money is personal. It represents your hard work, your legacy, dreams, and your future. My role is to protect your assets, grow your wealth wisely, and support you in building a secure financial future in partnership.​​
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My journey into financial planning started in university, with my own mother. She had been a homemaker most of her life, dedicating herself to raising our family and managing the household. Financial planning wasn’t something that crossed her mind because it was mostly managed by my father. But as she was nearing her retirement age, she felt more compelled to plan for herself. One day, she asked for my help in restructuring her assets, assuming that, as a business student, I’d know exactly what to do.
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But as we sat down and went through everything, I realized something surprising, her financial portfolio had no clear direction. There were gaps everywhere, and she felt completely lost in the complexity of it all.
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​I realized that so many people from all walks of life share the same fears and, as a result, put off planning for their future.
Some feel it’s too complicated, others are too busy, and many just don’t know who to trust. ​​​​​I’ve seen how overwhelming it can be to navigate the world of finances, especially when you’re busy building your businesses or career and managing your family.
Whether you’re preparing for retirement, planning for a new business, or securing a legacy for your loved ones, or growing you and your family's wealth, I want you to feel at ease knowing that I’m here to support you every step of the way.​
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At the heart of my practice are three values I hold close: love, responsibility, and trust. These principles form the backbone of my advisory practice. ​I feel incredibly grateful to be able to support my clients through life’s biggest milestones. Every conversation, every plan, and every decision we make together brings a sense of purpose and fulfillment to my work.​ If my values and philosophy resonate with you, let’s connect. I’d love to see how we can work together on your journey.​
Certifications & Awards
Certified High Net Worth Adviser
Premier Adviser
Million Dollar Round Table (MDRT) - Top 5% globally
StarClub - Top 15% in company
Quality Club Elite - Top 30% in company
