Everything changed when I knew I would marry the love of my life. Just after moving in with her and her three kids, I was hit with the fact that I would soon be a provider for them – financially as well as responsible for providing an education and safety net for many years to come.
That is when I scheduled a meeting with a financial adviser. Both Jessica and I got present to the gap of where we wanted to be and where we were. And it was a wakeup call!
We made some changes and turned around our situation in a short period of time. That experience was so important and valuable for me and my family that I left my career as a
Matchmaker: to enter the world of money and help as many families and individuals as I can.
I take the time to get to know everyone I work with. I treat every single person I come across as a valuable relationship. There is always value I can share with the person sitting across from me. I like to be transparent and tell the truth even if it hurts. I believe that is the only way to serve people.
Time is limited and life is short and I don’t like to waste either of them.
What can I do for you?
I am a public speaker…
Tens of thousands of people, hundreds of events, over eight years of speaking, hosting, emcee’ing, panelist, keynotes, I’ve done it all. I speak regularly on topics such as personal finance, cryptocurrency, investing, savings, communication, entrepreneurship and business.
Speaking publicly and sharing the knowledge that I’ve accumulated is my passion. Its definitely one of the best things I could ever do.
I’ve worked with…
Seniors, millenials, adults, teens, parents, singles, and everyone in between. I care about people and I pride myself on serving others. I completely understand that to get ahead you have to serve and service means success.
I live to serve and have always chosen businesses and services to share with people which provide nothing but the utmost value.
I can help you achieve financial freedom without it being hard or scary.
Having been through many ups and downs financially myself, I know what it takes to get ahead. I have recovered from my mistakes and you can too. It is a simple step by step process. It takes discipline and focus, but first it takes a plan. Close to 50% of Canadians don’t have a financial plan in place despite having goals to reach them.
Don’t fall into the wrong category. Take care of yourself. Invest in your success. Work only with those who have what you want and have been where you are.
Let me help you reduce and eliminate bad debt, invest properly and securely, protect your income, protect your assets, protect your family, reduce taxes and ensure your goals are achieved. What really excites me is finding better investments and analyzing portfolios and businesses.