Find a CEA

I have been called "financial doctor ". I am focusing on to help my clients to analysis their financial situation and point out the Risks they might face or they are facing. I provide the effective solutions by utilizing Financial Tools. Helping clients not only to protect their wealth smartly  but also accumulate wealth wisely.

Serving clients by providing clarity and direction in regards to income tax filings.  Resourceful and professional.

I obtained his financial practitioner license in 2015 and has worked with Elite Wealth Management since then to help countless clients make sense of their financial affairs. Being a small business owner himself, I understands the difficulties tax erosion poses to a corporation and has solutions to help. His true passion, however, lies in helping the next generation. I obtained my Succession & Estate Planning Specialist Certificate in 2019, and looks forward to helping even more corporation plan, families plan for their future, their children, and the causes they care about.

I work for BMO in the small business division.

At Kaleidoscope Financial, we help individuals and families reach their financial goals by following our investment principles: 

• Maintain Objectivity
• Manage Risk
• Be Tax Smart
• Be Cost Effective

I've been in the business since 2007.  I use a comprehensive approach when helping my clients plan.  Some prominent areas I help are wealth accumulation, protection, insurance, generational transfers.  I'm not much of a salesperson, I educate you to make your own informed decision.