As the lead and senior consultant for the Daleo Group, our focus is aimed at high-net-worth individuals & families, medical professionals, and business owners. Our core principles include tax, estate, and legacy planning strategies creating the foundation of wealth building and structured around our client’s comfort and goals.
We strive to instill confidence in our clients through consistent and open communication, secured by our commitment to create impactful dialogue, in a very simple and concise manner, supporting and encouraging educated decisions though a custom, comprehensive financial plan.
With our unique financial planning process, we will guide you through wealth creation, tax efficient retirement and a custom estate plan which can be essential to your family legacy. Services include - Financial Planning, Investment Strategy, Risk Management through Insurance strategies & Mortgage Planning.
Born and raised in Hamilton, a proud graduate of Mohawk College and a student athlete. My passion for building relationships elevates my enthusiasm in the financial planning role to assist our clients' needs. Applying my strong communication skills with my ability to listen, learn and implement strategies for our clients provides the core focus of sound financial planning advice.
As part of my key role in the Daleo Group, I am front and center delivering support and top-level customer service to our clients through their journey and path to achieve their financial goals. I am active in the Hamilton community through many charities and in my recreation time I am still heavily involved in community sports.
With over 10 years at IG Wealth Management, I am a CERTIFIED FINANCIAL PLANNER professional working with the Daleo Group Private Wealth Management Team, playing an integral role in the construction and implementation of our IG Living Plans. I studied Economics, Statistics and Computer Science at McMaster University and have continued my education through the Canadian Institute of Financial Planning.
My academic and analytical background provide a unique skillset that helps build customized financial planning solutions for our clients based on their unique goals and circumstances. I was born and raised in Niagara Falls and currently reside in Hamilton with my wife Lisa.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning Team is lead by the following individuals:
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