“I help people make financial decisions they can stand behind, today and years from now.”
I grew up seeing two very different versions of what “enough” could mean.
My parents built their own business from the ground up, a private medical clinic in rural Mexico. As it grew, I saw firsthand the risks and responsibilities of entrepreneurship. I watched my father quietly waive his own surgeon’s fees so patients without means could still receive care, while keeping the business sustainable for our family. Witnessing the divide between those with access and those without left a lasting impression. It taught me that money is more than comfort or security. It shapes choices, determines access, and carries responsibility.
Family has always been central to my life, which is why leaving home at age 15 to come to Canada for school was one of the hardest decisions I have made. I knew it offered better long-term opportunities, but it came at a real personal cost, time away from family and the familiarity of home. That experience showed me how financial realities influence major life decisions, often requiring sacrifice long before the benefits are clear.
That perspective deepened during the 2008 global financial crisis. While studying economics and finance at the University of Manitoba, I was surrounded by stories of uncertainty and loss. Friends struggled to find work after graduating. Families and family friends lost jobs or businesses. Some peers left school to help support their families. Seeing how quickly circumstances could change reinforced why I was drawn to this profession, to help people think clearly during important life moments, when the stakes feel personal and the consequences matter.
Today, I help families, professionals, and business owners bring structure and clarity to their financial lives. My work combines thoughtful investment management, tax aware planning, and long-term strategies that support each stage of wealth, from accumulation to preservation and estate considerations. Clients describe me as calm, direct, and disciplined, especially during periods of uncertainty. They value my ability to put myself in their shoes and walk them through the implications of their decisions, both today and years down the road.
I bring over 12 years of experience in the financial industry. Earlier in my career, I worked as a commercial insurance broker and underwriter, helping people protect what they were building. That experience shaped how I think about risk and reinforced the importance of recommending protection only when it adds real value. Today, my practice focuses on discretionary portfolio management, comprehensive financial planning, and guiding families and business owners through every stage of wealth.
Outside of work, my time revolves around my family, my wife, Sabrina, and our daughter, Sofia. I enjoy staying active, travelling, especially back to Mexico to see my family, and playing acoustic guitar. I am self-taught, and when I am in the flow, I can play for hours, or until Sofia lets me know it is time to stop singing.