Hi there.

I’m a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) based in Vancouver, BC, with over 17 years of experience in Canadian personal finance.

For the past 10+ years, I’ve been working at one of Canada’s Big Five banks — and for the last 7 of those years, I’ve focused exclusively on high-net-worth clients, helping them build, protect, and transfer their wealth.

I created Getwealthy because I kept seeing the same problem: Canadians making costly financial mistakes not because they weren’t smart, but because they couldn’t find clear, trustworthy, Canada-specific advice. This blog is my answer to that.

Credentials

CFP

Certified Financial Planner

FP Canada · 2021

CIM

Chartered Investment Manager

Canadian Securities Institute · 2024

10+ Years

Big Five Canadian Bank

Investment & Financial Planning

7 Years

High-Net-Worth Clients

Wealth Management

What I Specialize In

📈 Investment Planning

Portfolio construction, ETF strategies, TFSA & RRSP optimization for long-term growth.

🏠 Retirement Planning

CPP & OAS strategy, RRSP drawdown, and building a retirement income plan that lasts.

📜 Estate Planning

Structuring assets to transfer wealth efficiently and minimize tax at death.

🧾 Tax Planning

Income splitting, tax-efficient investing, and year-round CRA strategies to keep more of what you earn.

Why I Started Getwealthy

After years of working directly with Canadians on their finances, I noticed one consistent pattern: the people who made the best financial decisions weren’t necessarily the highest earners — they were the best informed.

Getwealthy exists to bridge that gap. Every guide here is written with the same depth and clarity I bring to my clients — Canada-specific, jargon-free, and always free to access.

🍁 My Promise

Canada-only — no American advice, no IRA or 401(k) confusion
Written by a real CFP & CIM — 17+ years of client-facing experience
Always free — no paywalls, no subscriptions
Regularly updated — CRA rules change, and so do our guides

How Content Is Researched & Verified

Every guide on Getwealthy is researched, written, and fact-checked by a licensed CFP and CIM. That means no content farms, no AI-generated filler, and no advice borrowed from American sources.

All CRA rules and tax figures are verified against official CRA publications
TFSA, RRSP, and FHSA contribution limits are confirmed annually from Canada.ca
Financial regulations are cross-referenced with OSFI, FINTRAC, and provincial securities commissions
Guides are reviewed and updated whenever regulations change

See our full editorial process →

Verify Credentials

CFP and CIM designations are publicly verifiable through the issuing bodies:

✓ Find a CFP on FP Canada →

✓ About the CIM Designation (CSI) →

Get in Touch

Have a question about a guide, found an error, or want to suggest a topic?

Disclaimer: Content on Getwealthy is for informational and educational purposes only and does not constitute personalized financial, tax, or legal advice. Always consult a qualified financial advisor for advice tailored to your specific situation.