With 8 years of experience in the financial industry, I’ve built my career helping individuals and businesses make informed financial decisions...Whether through mortgages, mutual funds, or tailored strategies for growth and stability. Over the years, I’ve developed strong expertise in financial analysis, deal structuring, and client relationship management.


While I continue to serve clients in the mortgage and lending space, I’ve broadened my advisory work to include consulting on corporate finance strategy and business development initiatives. I assist companies in preparing for capital-raising efforts, optimizing financial structures, and navigating growth or partnership opportunities. My role focuses on facilitating strategic connections, providing insights, and supporting the overall transaction process.


I’m passionate about building lasting partnerships, providing value-driven solutions, and contributing to meaningful outcomes. Whether you’re exploring financing options, considering a strategic transaction, or seeking to strengthen your company’s growth strategy, I’d be happy to connect and share perspectives.

About me

Merchant Banking

We work with companies that demonstrate scalable business models, strong or emerging cash flow potential, and a clear path toward growth or liquidity within a defined horizon. Beyond connecting capital, we act as strategic partners—delivering tailored advisory, capital markets expertise, and advanced origination capabilities to accelerate performance and unlock enterprise value. Our approach is built on alignment, sector knowledge, and disciplined execution—ensuring every mandate is positioned for maximum impact.

We advise clients across the full spectrum of capital formation and structured financing solutions. Our expertise spans growth equity, private placements, preferred equity, convertible instruments, minority investments, and PIPE transactions. On the debt side, we provide access to private credit, asset-backed facilities, infrastructure financing, and support in complex restructurings and secondary transactions.

Our approach is strategic, execution-focused, and strengthened by deep relationships with institutional investors, family offices, and private capital providers. Leveraging advanced origination and marketing capabilities, we accelerate deal flow, expand investor reach, and deliver tailored solutions aligned with each client’s goals.

We deliver comprehensive M&A and strategic advisory services tailored to growth-stage and founder-led businesses. We advise on sell-side mandates—including full exits, divestitures, and recapitalizations—focused on maximizing valuation and structuring transactions for optimal outcomes. On the buy-side, we support clients with target identification, deal origination, and strategic expansion planning. Our team provides hands-on guidance throughout the transaction lifecycle, from valuation and structuring to negotiation, timing, and financing.

Beyond M&A, our strategic advisory capabilities extend to growth consulting, market positioning, and capital strategy—helping clients accelerate value creation while preparing for transformative events. We combine institutional-grade execution with entrepreneurial insight to deliver solutions that achieve both immediate results and long-term impact.

Capital Markets Advisory

M&A & Strategic Advisory

M&A and Corporate Finance Advisory

Mortgage Broker

We have access to over a dozen financial institutions

Refinancing a mortgage

Refinance your property to pay off debts, do renovations, lower payments, take out cash, etc.

Purchase of a new property

Buy a new property as an owner-occupier, rental, cottage, duplex, triplex, etc.

Alternative financing

Refinance or buy with B lenders, private lenders accredited by the biggest brokerage in Canada, reverse mortgage, bad credit, high debt ratio, etc.