I've been in the financial services industry since 1986, and I've gathered extensive experience along the way. I hold an MBA from Concordia University, Montreal, and a Bachelor of Commerce from the University of Toronto. My passion lies in helping clients achieve their goals. Trust is the cornerstone of my relationships with clients, and nothing satisfies me more than making a difference in their lives.
I was born in India and immigrated to Canada when I was just two years old. In 1995, I moved to the USA. Growing up as the son of immigrants and working numerous jobs taught me the importance of good decisions early in life. These decisions can set a very positive and less painful path for the future.
I firmly believe that everyone, regardless of their socioeconomic status, has similar goals: maintaining good health, having sufficient retirement income that won't significantly erode principal, charitable giving, and leaving a legacy for their family.
Away from work, I'm a family man with a wonderful wife and three sons. I enjoy playing tennis and floor hockey, and I dedicate my time to local charities and various community service projects.