About Our Commitment to Your Financial Wellness

I joined the financial industry at the beginning of 2018 and spent years advising at one of Canada’s largest firms. I learned a lot there and I’m grateful for it, but over time it became clear I had a choice to make: work within their limits and serve their interests, or work freely and put my clients first. For me, the answer was simple.

I loved being an insurance & investments advisor; but being a dad and a provider, I realized people needed more and that I could help in a deeper, more meaningful way. That’s when I committed to full financial planning training and certification, and to surrounding myself with the right people to help me grow to be better equipped to support families, guide them through real‑life challenges, and help them stay steady when life throws punches.

I started NBFP to serve the average Canadian and become a trusted household name in my community. Over the years, I’ve seen how many people, families, and retirees have been overlooked by their financial institutions. These institutions have their place, but they’re too large and too limited to truly serve everyone. The top 5–10% get catered to, while the rest — people like you and me — are often forgotten. NBFP exists to change that.