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Sirius Financial Services


What I Do For You?
I assist my clients in the preservation and transfer of wealth, while allowing for flexibility to develop future opportunities for wealth creation. I work in conjunction with my clients and their professional advisors (i.e., legal, accounting, etc.) to develop a client-focused strategy to meet their intended financial goals and objectives. I frequently act as a liaison between my clients and their professional advisors. Professional advisors work as a team to develop a plan that integrates all facets of a client's financial portfolio, including income sources, capital assets, business assets, registered funds, investment portfolio, personal debt, business obligation, income tax obligations etc.

My role as a financial analyst is to isolate areas of risk and evaluate ongoing developments that can interfere with the successful completion of your goals. Once the risk is quantified, I design and implement financial solutions that co-exist with your current asset base and that will mitigate loss through careful monitoring of your financial portfolio.


Sirius Financial Services, 334 MacLaren Street, Suite 101, Ottawa  ON  K2P 0M6
Telephone: (613) 231-8603  |  Fax: (613) 231-8607