One Integrated Approach. Three Core Pillars.

Every major decision around money eventually touches real estate, business, and financial planning.
Rather than treating them separately, I help clients align all three—so each move supports the bigger picture.

Real Estate Services

Real estate is often the largest financial decision you will make. My role is to ensure those decisions are structured, intentional, and aligned with long-term outcomes.

What This Includes

Off-Market Listings (Residential & Commercial)
Access to relationship-driven, off-market opportunities not publicly advertised—typically suited for investors, builders, and strategic buyers.

Wholesaling & Distressed Opportunities
Value-add and distressed deals structured through assignments or wholesale models, where speed, clarity, and risk awareness matter.

VRRs & Rental-Focused Assets
Rental properties positioned for cash flow, scalability, and long-term portfolio performance.

Commercial Portfolios
Support with acquisition, evaluation, and portfolio-level thinking for commercial and mixed-use assets.

International Properties (Dubai)
Strategic exposure to international real estate—particularly Dubai—as part of a broader diversification and growth strategy.

Property Management & Rental Marketing
Tenant placement, rental positioning, and ongoing oversight through a professional network—designed to reduce friction and protect cash flow.

Financial & Wealth Planning

Financial planning is not about products. It’s about structure, protection, and intentional allocation of capital.

What This Includes

Registered Planning (RRSPs, TFSAs, Registered Accounts)
Strategic use of registered accounts to support tax efficiency, liquidity, and long-term balance alongside real estate.

Investment Planning
Structured investment solutions aligned with risk tolerance, timelines, and broader asset strategy.

Tax Planning (Collaborative)
Working alongside tax professionals to help reduce inefficiencies and improve after-tax outcomes.

Estate & Succession Planning
Supporting long-term continuity—ensuring assets, businesses, and wealth are structured for the next generation.

Insurance & Risk Management
Business and personal insurance strategies focused on protection, not overexposure.

Next Step

If you’re navigating:

• A deal

• A business decision

• A growth phase

• Or a restructuring moment

The right starting point is a focused conversation.

Clarity first.
Execution second.

in collaboration with

Business Growth Engine

Strong businesses are built on clean foundations and clear strategy. I help business owners move from reactive operations to intentional growth.

What This Includes

Accounting & Bookkeeping Support
Clean financials, proper systems, and reporting clarity—so decisions are made with confidence, not guesswork.

Business Strategy Development
Clarifying direction, pricing, positioning, and operational structure aligned with your goals.

Growth & Scaling Support
Process optimization, expansion planning, and system design for businesses ready to grow without chaos.

Advisory for Asset-Based & Service Businesses
Particularly relevant for real estate operators, contractors, and service-based entrepreneurs.

The focus is not just growth—but controlled, sustainable growth.

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