I am a multi-lingual and multi national financial professional with global experience in institutional, wholesale & retail markets. In 2017, I decided to open my own RIA and insurance agency. The industry is ripe for disruption, and I wanted flexibility to shift with the changing environment. Clients want the ability to determine the fee structure best for them, and to have full transparency. Always on the cutting edge of fintech, we aim to provide a best in class experience.Our areas of focus: Cross Border PlanningHelping expats living in the US, specifically Canadians, understand the intricacies of planning and taxes. College Choice and FundingThe costs associated with college can be astronomical. We assist families in finding the right fit school at the right price for them. We work with all families, including families looking at Canadian schools.Young ProfessionalsOur investment professionals seek to help young people create generational wealth by making smart money choices. We specialize in comprehensive financial planning, taking them through every stage of their financial life.Give us a call, or better yet, come on in...to Our House.