About Our Founder
I started my career through the financial advisory channel in one of the major banks in 2001. In 2010, I moved on to the independent channel to assist many individuals and business clients in achieving their financial goals through comprehensive and advanced financial planning. In November 2018, I took my practice to the next level and established Cura Financial Planning Inc. to help more Canadian families to reach their financial goals.
Solutions
Our Process
Find the Best Solutions to Cater to Your Specific Financial Needs by Using Disciplined Financial Planning
Client/Planner Engagement
Determination and understanding of financial goals and needs
Analysis and identification of areas of concerns
Development of strategies and customized solutions
Implementation of strategies and solutions
