
Member Bio
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I founded Still Water Financial Partners with a simple belief: financial planning doesn't need to be complicated to be sophisticated.
After working with clients from small-town Canada to Bay Street's wealthiest families, I recognized that the financial industry often equates complexity with value. This approach creates unnecessary stress and confusion for clients, frequently leading to suboptimal outcomes.
At Still Water Financial Partners, I focus on bringing clarity to the complex financial lives of incorporated professionals, transforming the challenges of balancing corporate and personal finances into clear, actionable strategies.
My approach addresses what I call the 'Stress Premium' – the hidden cost paid in delayed decisions, missed opportunities, and sleepless nights when financial complexity overwhelms clarity. As your dedicated thinking partner, I help eliminate this premium through a holistic planning approach that considers both your business and personal financial goals.
As a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP), I bring a comprehensive understanding of the complexities faced by incorporated professionals, particularly in the following areas:
Corporate structure optimization and tax-efficient planning
Strategic cash flow management across personal and corporate accounts
Integrated net worth oversight through our consolidated dashboard
Professional team coordination with accountants, lawyers, and specialists
Long-term legacy and business succession planning
My commitment to clients includes adherence to the fiduciary standard and complete independence from financial institutions, ensuring advice that always puts your interests first.