We build platforms that ensure users can become informed, connected and increasingly engage with their financial advisors, mentors and make better decisions.Our Guavy platform is socializing the world of investing by making opinion, sentiment and information sharing more accessible and fun for everyone.At GiraffeAdvisor we ensure that finding and connecting with the perfect advisor has never been easier.

Interviewed high net worth individuals, gathered all of their financial information, directed the preparation of their financial plans and then presented the plan to them. Advice pieces included recommendations for business succession and business sale planning, estate planning, investment management, income splitting, US tax considerations, tax minimization strategies and wealth enhancement actions.

Assisted with the transition of a firm from being solely a commodities trading to the inclusion of a reinsurance branch, growing staff from 8 employees to over 30 and assisting in the selection and implementation of new accounting software to support the changing business. Strategic planning, budgeting and variance reporting.Responsible for overseeing daily NAV reporting and the monthly consolidations for a firm with worldwide operations.