Managing Partner & Principal Broker
A serial entrepreneur and the go-to financial advisor for holistic wealth management and strategic financial planning, my contributions have been featured in the Globe & Mail, the Toronto Star, HuffPost Business, Canadian Wealth Professional, Global News, CBC.ca and the Financial Post, among others.
My first company I founded in 2012, VTAG Financial Group Inc., a boutique financial advisory firm located in Toronto’s Liberty Village area working with small business owners and professionals. As my practice grew and our service offering expanded to cater to our unique growing client base, I expanded our team and rebranded the company in 2017.
Now I am the Managing Partner at Kismet Wealth Group overseeing our firm’s strategic growth in our Wealth Services, Real Estate, Real Estate Development, Mortgage & Financing, Insurance & Risk Management divisions alongside my partners and team. I am also the Principal Broker of Kismet Mortgage Services Corporation FSCO Lic. #12911 our Mortgage & Financing Division.
Canadian Wealth Professional identifies some of the wealth industry’s young Canadian advisors best positioned to lead tomorrow and today. I am honoured that Canadian Wealth Professional has named me a top “Young-Gun” for the past three consecutive years.
In 2004 I played soccer in Europe for Wexford FC, the club representing Canada in the Foyle Cup. I’ve also played in tournaments across the U.S. in NYC, Florida and Pennsylvania.
Consciously giving back to the community, I served as a member of the young professional’s committee with the Children’s Aid Foundation.
Education, Licenses & Designations
- CFP – Certified Financial Planner – FP Canada
- CLU – Chartered Life Underwriter – Advocis
- CSC – Canadian Securities Course – CSI
- Mortgage Broker – M1300087 – FSCO
- LLQP – Life Insurance Licenses – FSCO