As a financial advisor with 19 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Business
Based In
Toronto, Canada
Language Proficiency
Vietnamese, Dutch
Years in Operation
Founded in 2006
Number of Employees
1,001+ employees
Education
MBA in Finance, Harvard Business School
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
Professional License Verified
Experience
19+ years providing financial guidance to small businesses, with expertise in tax planning.
Certifications
Accredited Specialist
Awards
Local Business Award Winner
Insurance
Professional indemnity insurance in place
Accepted Payment Methods
Bank Transfer, Credit Card
Insurances Accepted
Private insurance accepted; contact for details
Financing Options
Installment options available upon request
Service Areas
Addresses
All Services & Prices
Starting at CAD
1300
Financial Strategy Consultation
Price: CAD
1300
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: CAD
1676
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: CAD
117 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
6 photos
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Frequently Asked Questions
Do you offer revisions?
Yes, all projects include 2-3 rounds of revisions to ensure your complete satisfaction. Additional revisions are available at a nominal fee.
What is your typical turnaround time?
Turnaround time varies based on project complexity. Simple projects typically take 1-2 weeks, while more comprehensive work may take 4-6 weeks. I always discuss timelines upfront and keep you updated on progress.
Can you provide references?
Absolutely! I can provide references from past clients with similar projects upon request. You can also check my reviews right here on my profile.