ID:
Advisor Summary & Expertise
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Advisor Profile
Investment Specialist
Typical Client Assets (AUM)
-
Location Served country
CANADA
Location Served cities
Toronto
Financial Services & Mandates
Wealth Management Services
Financial planning (goals-based)
Wealth management / Portfolio management
Mutual funds & SIPs
Equity / Stock market investing
Derivatives & trading strategies
Crypto & digital assets (advisory / education)
Commercial property investments
Residential real estate investments
Insurance & risk planning
Tax planning (with CA / tax partner)
Estate & succession planning
NRI investment advisory
Other (please specify)