

Ottawa, Ontario K0A 1W1

I work with Canadian business owners that are in the growth or mature phase, to help them gain greater clarity and control over how capital flows through their business and personal financial lives.
Drawing on over 30 years of experience as a mechanical engineer, I bring an engineer’s mindset to financial problem-solving—looking at the entire system, identifying inefficiencies and constraints, and developing practical solutions rather than treating financial decisions in isolation.
My Capital Management System begins with education and a comprehensive evaluation of cash flow, financing, tax exposure, liquidity, protection, and long-term objectives. From there, we develop tailored strategies—including the principles of the Infinite Banking Concept—designed to help business owners use their capital more efficiently, improve access to capital, build long-term wealth, and create a meaningful legacy.
My role is not simply to recommend financial products, but to help business owners understand how the pieces of their financial system work together so they can make informed decisions and build a system that better serves their business, their family, and their future.
If you’re a Canadian business owner who wants to take greater control of your capital and discover whether the Infinite Banking Concept belongs in your financial system, I invite you to connect with me for a conversation.
Located in: Ontario
Also licensed to practice in:
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