What’s the best way for people to put their wealth in perspective?
Wealth is a tool to achieve what matters most to you. The best way to put it in perspective is by defining your values and long-term goals. Whether it’s securing your family’s future, growing your business or giving back to your community, wealth should serve as a means to create impact and purpose in your life.
What types of clients do you work with?
I work primarily with entrepreneurs, multigenerational families and individuals navigating complex transitions, such as business sales or international relocations. Many of my clients have ties to multiple jurisdictions, which requires a tailored approach to address their unique financial and tax challenges.
What passions do you pursue outside of work?
I’m passionate about fitness, particularly running and weightlifting, which helps me maintain focus and discipline. I’m also dedicated to giving back through my leadership involvement in the community, where I help support initiatives that make a meaningful difference in the lives of children who are dealing with illness or injury.