Tim, CFP®, CPA CMA, Wealth Advisor at Advice First Wealth, has been helping clients bring clarity and confidence to their financial decisions since 2017. He works primarily with professionals, executives, and those nearing or in retirement, guiding them to align their money with what matters most.

Tim’s approach is life‑centered financial planning, personalized strategies that integrate tax planning, cash flow management, and investment management. Beginning with values and goals, he translates priorities into an actionable plan and provides ongoing oversight so clients can make informed choices and stay on track through market cycles and life transitions.

At Advice First Wealth, clients benefit from a team‑based approach backed by the institutional strength of Harbourfront Wealth Management Inc. Tim collaborates closely with colleagues and, when needed, coordinates with external professionals, accountants, lawyers, and other specialists, to ensure each plan is comprehensive, tax‑aware, and aligned with the client’s broader personal and business interests.

Away from the office, Tim enjoys life with his wife and two kids. Most weekends you’ll find them hiking, playing at the beach, or building Lego creations together. His motivation is simple: to help people live the best life they can with the resources available to them. Why? Because Life is not a rehearsal.