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Your Financial Future, Simplified

Canadian expat? High income, big goals—but no clear plan? Let’s change that.

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Why Work With Me

  • 30+ years in wealth management & financial planning
     

  • Canadian-accredited PFP, FCSI, LL.B.
     

  • Vice President – Elixir Wealth Private (DIFC)
     

  • Head of Connect Finance, Canadian Business Council Dubai

I don’t sell products. I build strategies that give you clarity and confidence—so your money actually works for you.

Why Most Expats Need This

 Living abroad creates opportunities—but also big risks:

CRA tax traps when moving back

Offshore investments with no structure

Education & retirement goals left unprotected

You don’t need more products. You need a plan.

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What You’ll Get With My Planning Service

Clear roadmap for retirement

& education goals

Tax-smart cross-border

wealth strategies

Insurance protection that keeps

your plan on track

Direct coordination with Canadian tax

& legal experts

Start With CashCalc – Your First Step

Before we talk strategy, you’ll use CashCalc—my powerful planning tool that

  • Plots out your income, expenses, and investments

  • Projects your retirement lifestyle & funding needs

  • Highlights gaps you need to fix—now, not later

Real Client Results

Case 1 – Retirement Planning Before Repatriation

 Mark, a Canadian expat in Dubai, needed a plan for his return.
- Offshore investment vehicle + retirement income projection
- Result: $72,000 CAD annual tax-efficient income with no CRA surprises.

​Case 2 – Funding Education Without Sacrificing Retirement

Lisa & Ahmed wanted to fund $200,000 CAD per child for university.
- Blended UAE savings with Canadian RESP strategy
- Result: Both children’s education funded + sustainable retirement plan.

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Ready to Take Control of Your Financial Future?

Start with CashCalc today and I’ll personally review your results to build a tailored strategy for your goals.

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