Your financial strategy, simplified
Clear guidance on wealth building, tax optimization, and legacy planning. Direct expertise from someone who walks in your shoes.
Services
Expertise built on real experience
Education and planning
Start or refine your financial foundation with clear, honest guidance. Know where you stand and where you are heading.
Tax smart wealth building
TFSA, RRSP, FHSA, RESP. We use the right account at the right time. Keep more of what you earn.
Income protection and legacy planning
Life insurance, critical illness, segregated funds. Protect your income. Protect your family. Build lasting wealth.
Long term investing strategy
Disciplined, diversified investing tailored to your timeline and goals. Clarity beats complexity every time.
Business owner tax strategy
From corp structure to dividend strategy. Designed to maximize what stays in your pocket.
About Edgar
From student to professional. From numbers on a spreadsheet to real people with real goals.
I started as an accounting student asking why financial advice felt so distant from real life. Ten years and countless conversations later, I realized the gap wasn't in the math. It was in the listening. I became an advisor not to sell products, but to answer real questions. To build trust. To help you move forward with confidence.
Started in accounting
First principles, deep audit experience
Became a financial advisor
Shifted focus from books to people, from tax theory to real strategy
Leading with clarity
Helping families and business owners build wealth with confidence
What clients say
Edgar took the time to understand my situation, asked great questions, and gave clear answers. No pressure. Just straight advice. He made me feel heard.
Rochelle Braga
Business Owner
Finally someone who explains things in plain language. No jargon. No confusion. Just honest guidance.
Client Name
Professional
The strategy Edgar built for us saved thousands in taxes and gave us a clear roadmap for the next decade.
Another Client
Entrepreneur
Let's talk
30 minutes to understand your situation, explore options, and answer your questions. No cost. No commitment.
Get in touch
Questions? Ideas? Let's connect.