Expert strategies for wealth preservation and maximization

A wealth advisor since 1991 and an FP Canada™ Fellow, Tina has been referred to as an ‘expert’ and ‘veteran’ financial advisor by the likes of The Globe and Mail, The Toronto Star, and BNN Bloomberg, and is regularly consulted by these and a host of other acclaimed publications and media outlets such as The Wall Street Journal, The National Post, and the CBC, amongst many others. She has also been granted awards by such authorities as the International Association of Top Professionals (IAOTP), Women in Finance Canada, and the Women’s Executive Network (WXN), which listed her as one of Canada’s ‘top 100 most powerful women’ in 2020. More recently, Tina was listed as one of the best wealth advisors in Ontario in a nationwide report published by The Globe and Mail and Shook Research in 2022. She was also listed as one of the top female Canadian wealth advisors by The Globe and Mail and Shook Research in 2023.

Tina is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.