Helping Canadians in the U.S. make sense of life and money across borders
My Philosophy
Financial advice should be transparent, personal, and empowering.
Here’s what that means for my clients:
1️⃣ Understanding before advice — I start by listening to your goals, lifestyle, and priorities.
2️⃣ Cross-border clarity — Every strategy I recommend fits within both the Canadian and U.S. systems.
3️⃣ Simplicity that lasts — You’ll always understand why each step makes sense.
Why I Started VFINSOLVE
Between RRSPs and 401(k)s, two tax systems, and different banking rules, even simple money decisions can feel confusing. I created VFINSOLVE to make that easier — to give Canadians living in the U.S. a place to get clear, unbiased answers about their finances without sales pressure or jargon.
After years in Canadian banking, I saw a pattern: people moving to the U.S. were getting conflicting advice from both sides of the border. Their accounts were scattered, their tax questions ignored, and their long-term plans put on hold. I wanted to change that — with advice that actually connects both systems.
Who I Work With
