
Since 2015, I’ve had the privilege of helping families and business owners grow, protect, and preserve their wealth through tailored, forward-thinking financial strategies. At Strata Wealth, I work alongside a team of seasoned professionals, combining our expertise to deliver high-value solutions for clients looking to build a secure financial future.
My approach is rooted in proactive research and a deep understanding of financial markets, tax efficiency, and wealth preservation. I believe in creating strategies that not only grow assets but also minimize unnecessary taxation—keeping more of your hard-earned money where it belongs.
Beyond wealth accumulation, I also help clients make confident decisions about how to use their money meaningfully and responsibly. Whether it’s managing lifestyle spending or planning for major life events, I provide guidance that aligns financial choices with personal values. I also work closely with families to ensure a smooth and thoughtful transfer of wealth to future generations—helping preserve their legacy and support loved ones long after they’re gone.
Originally from Barrie, I’ve been proud to call Horseshoe Valley home since 2021. It’s where my wife and I are raising our two children and building a life rooted in community, opportunity, and balance. When I’m not working with clients, I’m usually on the golf course, enjoying time with my family, or exploring the many great restaurants and hidden gems this area has to offer.
I’m passionate about helping people make smart financial decisions and ensuring that every plan we create is as unique as the people it’s built for.