A financial professional for Markham.

Markham runs on ambition: tech workers from the IBM and AMD campuses, young professional families, and some of the most diverse neighbourhoods in the country. Stock options, first homes, and big questions about what to do with real money. I help Markham families turn strong incomes into real plans, in plain English.

Serving Markham and the York Region by phone and video.

Markham incomes are strong. Plans should be just as strong.

Markham sits at the centre of York Region's tech economy, with corporate campuses along the 404 corridor, engineering and finance jobs throughout the city, and neighbourhoods like Unionville and Cornell mixing heritage main streets with brand new subdivisions. It is one of the most diverse cities in Canada, and its households reflect that: professionals building careers, parents investing heavily in their kids' futures, and grandparents whose presence in the home is part of the family's strength. Ambition is the local currency, and most money conversations here start from a position of momentum.

Momentum still needs structure. Stock compensation and bonuses complicate tax planning. Two professional incomes can quietly push a household into brackets where the order of accounts matters: TFSA, RRSP, RESP, and corporate accounts for the many Markham families who run a business or a professional practice on the side. Multigenerational homes raise their own questions about ownership, insurance, and what happens to the house across generations. And in a city where education spending is a family priority, the RESP conversation deserves more rigour than it usually gets, especially for a child who may not follow the standard university path.

That last point matters here. Markham families raising a child with a disability often hold two plans at once: an RESP built on hope and an RDSP they have barely heard of. The two can work together, and the Disability Tax Credit is the key that unlocks the disability side. I serve Markham by phone and video, in plain English, with the patience these conversations deserve, and the first one is always free.

What I help Markham families with

• Life insurance: term, universal, and whole life, matched to your actual life. See the honest comparison.
• RDSP and disability finance: the Disability Tax Credit, the RDSP, and up to $90,000 in government grants and bonds most families never hear about. Start at the Disability Finance hub.
• Investing: TFSA, RRSP, FHSA, RESP, and non-registered accounts built around real life.
• Living benefits: critical illness and disability coverage for the self-employed and single-income households. How critical illness works.
• Business owners: corporate strategies, key person coverage, and buy-sell funding. The business playbook.

Why work with a broker in Markham?

A broker works for you, not for one insurance company. That means choice across insurers, advice shaped around your life instead of a product shelf, and someone in your corner at claim time, when it matters most. Read the full broker vs agent breakdown.

How it works

Step one: book a free conversation below. Thirty minutes, zero pressure. Step two: we talk through your situation in plain English until you actually understand your options. Step three: you decide, with facts instead of salesmanship.

Markham questions I hear most

Common questions

Explore the region

Explore the GTA: the Areas Served hub lists every community we serve. The regional centre page is Toronto, and the nearest full local guide is Richmond Hill.

Check what you may qualify for

Before we ever talk, you can check two things yourself, free, right here on this site. The Disability Tax Credit checker asks 7 quick questions and walks through eligibility the way the CRA looks at it. The RDSP checker asks 4 quick questions about readiness, grants, bonds, and next steps. Prefer a one page guide instead? The RDSP Starter Checklist lays out every step to open an RDSP and claim the government money.