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I am a professional bookkeeper with 15 years experience full service to businesses including CRA filings for personal and business, monthly reconciliation's of bank and visa, financial statement preparation and year end acc

Paralegal and Notary Public in and for the Province of Ontario. Working in conjunction with TBH admin to provide Free Education on Adult Guardianship and access to an affordable Guardianship of Property Application Service for Caregivers of mentally incapable adult loved-ones.

A FULL SERVICE, HOLISTIC FINANCIAL PLANNING FIRM DEDICATED TO HELPING AFFLUENT CANADIANS ACHIEVE THEIR UNIQUE FINANCIAL GOALS THROUGH CURATED FINANCIAL PLANS, SOLUTIONS AND STRATEGIES. WE SPECIALIZE IN SOPHISTICATED TAX PLANNING FOR BUSINESS OWNERS AND ACCREDITED INVESTORS.  WE ALSO FOCUS ON CREATING TAX-EFFICIENT ESTATE PLANNING SOLUTIONS FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES. 

For many years, clients have referred to me as their “financial doctor.” My work has focused on helping individuals thoroughly analyze their financial situation, identify both visible and hidden risks, and implement effective solutions through the smart use of financial tools. My goal has always been to help clients protect their wealth wisely and grow it strategically.

Now, in my 11th year in the industry, my professional path is expanding beyond traditional insurance. I am transitioning into comprehensive, global wealth planning, supported by my ongoing studies in the Global Financial Architecture Diploma Program at Fudan University.

This evolution reflects the growing needs of high-net-worth and ultra-high-net-worth families who require integrated strategies across asset protection, investment planning, tax efficiency, succession, global structures, and philanthropy.

Today, my role is no longer limited to product-based solutions. Instead, I operate as a holistic wealth architect, designing complete, customized family office–style frameworks that address both current challenges and future aspirations.

My mission is simple:

to safeguard legacies, strengthen financial resilience, and empower families to thrive across generations.

这些年来，客户常称我为他们的“财富医生”。过去我主要通过专业工具帮助客户梳理财务状况、识别风险，并提供有效的保障与财富增长方案。

进入第 11 年后，我的职业方向从单一保险销售升级为全球化的综合财富规划。目前正在复旦进修国际财富架构师学位课程，更系统地服务高净值与超高净值家族在资产保护、投资规划、税务布局、传承与全球架构上的深层需求。

如今，我提供的不再是产品，而是家族办公室级别的全球财富架构的解决方案——用专业能力为家族财富构建稳固结构、提升抗风险力，并守护跨世代的繁荣。

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.

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

CERTIFIED FINANCIAL PLANNER®

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