About
Everyone has a unique financial journey. No matter where you are in that journey, the right strategy can help you reach your goals and create more freedom in your life.
Growing up, I made the decision that money was going to serve me, and allow me to experience life in a way that was full of adventure, possibility and joy.
Having financial clarity without fear and uncertainty gives us the foundation to really start living a great lifestyle.
Let's fund your happy!
THE FINANCIAL ADVICE INDUSTRY IS BROKEN
Advice Tied to Sales is Not Advice.
One of the big reasons why many Canadians aren't where they need to be financially is because the financial services industry is sales-based and rigged for the Advisors and their firms to do better than their clients.
That's a bold statement, but is exactly why I created OnPoint. Let me explain...
Having spent years working at financial services agencies run by insurance companies, and private equity firms pushing proprietary product, I just wasn't feeling like my clients were getting UNBIASED advice.
So I broke free, became Independent and partnered with HUB Financial who enables me to deliver a coaching platform centered on advice.
My Back Story
I always knew I wanted to go far in life. My dream as a kid was to be an MLB Baseball Umpire, so after graduating from Collage I went the to The Academy of Professional Umpiring and and was later selected to attend Spring training. I reached the AA level, then realised the lifestyle wasn't for me.
I decided then I was gong to either go into law enforcement or became a Financial Advisor... well, I guess we know what path I took!
Since 2001 I have lead wealth management teams for First West Credit Union, Sun Life Financial, Coast Capital Savings, InvestX Capital and Desjardins.
I have even operated a Shack Shine Franchise under the 1800 GOT JUNK brands. So I know how money works, what it takes to scale and exit a business and help you retire sooner with more.
Now it's time to help you become free from salesy Advisors and give you a solid path to be a DIY investor with your hand being held by me.
Why I Do It
Financial literacy is not a term I ever heard growing up. While my parents did their best to provide for our family, they lived paycheck to paycheck most of their lives. Seeing my family struggle inspired me to aim higher. But despite my best efforts, I still found myself drowning in debt in my early adult life.
Once I was debt-free, I realised that the methods I used could help others like me who wanted the same but didn’t grow up with the framework to make it happen. So I made it my mission to help as many people as possible create healthy financial habits and a better life for themselves and their families.
I'm here to serve you!
SERIOUS MONEY NEWSLETTER
Get Actionable Financial Advice Delivered To Your Inbox.
Financial freedom is a marathon, not a sprint. We’ll guide you to the finish line with weekly bite-sized advice.