Retirement Planner Serving Ontario

Based in London, Ontario, I serve clients across Southwestern Ontario and throughout the province. Retirement planning, tax planning, investment management, and more — available in person or virtually.

Home Base

London, Ontario

London is my home base and where the majority of my clients are located. As a retirement planner in London, I have deep roots in the local community and understand the financial landscape of the Forest City.

In-Person Meetings

Meet face-to-face to discuss your financial goals in detail.

Deep Local Knowledge

I understand London's economy, employers, and real estate market.

Full-Service Planning

Retirement, tax, investments, life insurance, corporate, and estate planning.

Learn more about financial planning in London →

Southwestern Ontario

Communities Near London

I serve clients throughout Southwestern Ontario. These nearby communities are within easy driving distance, and I offer both in-person and virtual meetings.

St. Thomas, ON

Elgin County · 30 minutes south of London

Financial planning for St. Thomas families and business owners. Population: 43,000.

Woodstock, ON

Oxford County · 45 minutes east of London

Financial planning for Woodstock families and business owners. Population: 46,000.

Stratford, ON

Perth County · 1 hour northeast of London

Financial planning for Stratford families and business owners. Population: 33,000.

Ingersoll, ON

Oxford County · 35 minutes east of London

Financial planning for Ingersoll families and business owners. Population: 13,000.

Tillsonburg, ON

Oxford County · 50 minutes southeast of London

Financial planning for Tillsonburg families and business owners. Population: 19,000.

Strathroy, ON

Middlesex County · 35 minutes west of London

Financial planning for Strathroy families and business owners. Population: 22,000.

Across Ontario

Serving Clients Province-Wide

Through virtual meetings, I serve clients across Ontario. Whether you are in the Waterloo Region, Hamilton, or anywhere else in the province, you get the same comprehensive financial planning.

Kitchener, ON

Waterloo Region · Pop. 270,000

Financial planning for Kitchener families and business owners.

Waterloo, ON

Waterloo Region · Pop. 121,000

Financial planning for Waterloo families and professionals.

Cambridge, ON

Waterloo Region · Pop. 139,000

Financial planning for Cambridge families and business owners.

Guelph, ON

Wellington County · Pop. 144,000

Financial planning for Guelph families and business owners.

Sarnia, ON

Lambton County · Pop. 72,000

Financial planning for Sarnia families and business owners.

Chatham-Kent, ON

Chatham-Kent · Pop. 105,000

Financial planning for Chatham-Kent families and business owners.

Hamilton, ON

Hamilton · Pop. 580,000

Financial planning for Hamilton families and business owners.

Brantford, ON

Brant County · Pop. 104,000

Financial planning for Brantford families and business owners.

Virtual Meetings Available Province-Wide

Not near London? No problem. I work with clients across Ontario through secure video meetings. You get the same thorough financial planning regardless of where you live. Many of my most engaged clients work with me entirely virtually.

Whether you are in Toronto, Ottawa, Thunder Bay, or anywhere in between, I can help you build a clear plan for retirement, optimize your taxes, manage your investments, and protect your family through proper estate and insurance planning.

Frequently Asked Questions

Do you serve clients outside of London, Ontario?▼

Yes. While my home base is in London, Ontario, I serve clients throughout Southwestern Ontario including St. Thomas, Woodstock, Stratford, Kitchener, Waterloo, Cambridge, Guelph, Hamilton, Brantford, Sarnia, and Chatham-Kent. I also work with clients across the province through virtual meetings.

Can I work with a retirement planner virtually in Ontario?▼

Absolutely. Many of my clients work with me entirely through secure video meetings. You get the same comprehensive financial planning — retirement projections, tax strategies, investment management, and insurance analysis — regardless of where you live in Ontario.

What areas of Southwestern Ontario do you cover?▼

I serve clients across Southwestern Ontario including London, St. Thomas, Woodstock, Ingersoll, Tillsonburg, Strathroy, Stratford, Kitchener, Waterloo, Cambridge, Guelph, Sarnia, Chatham-Kent, Hamilton, and Brantford. In-person and virtual meetings are available.

Is there a minimum portfolio size to work with you?▼

No hard minimum. I work with Ontario families and business owners at every stage — from younger savers building seriously toward retirement, to retirees turning decades of savings into income. What matters is that you want comprehensive planning — tax optimization, retirement income projections, and investment management — not a product pitch. The first conversation is always free either way.

Ready to Start Planning?

Book a fit call to discuss your financial goals. No matter where you are in Ontario, I can help you build a plan that gives you confidence about your financial future.

Book a Fit Call

Not ready to book? Take the 2-minute retirement quiz →

Or call me at 519-281-2735 or text 226-242-3640.