Phoenix Consulting

NUMBERS DO NOT LIE!!! And that is why it is important for buisnesses to hire a good accountant

What I love most is seeing the moment a complex money concept clicks and someone’s face relaxes from stress to confidence. Whether I’m tailoring a high‑net‑worth strategy or running a workshop for new graduates, I get to translate numbers into meaningful life choices: sabbaticals taken, homes purchased, charities funded. Every client’s story is different, so each plan feels like solving a fresh intellectual puzzle with very real human stakes. The privilege of being trusted with those dreams—and watching them materialize over time—fuels my curiosity, creativity, and commitment every single day. It never feels like work; it feels like purposeful collaboration.

Growing up as an immigrant watching my family navigate Canada’s financial maze with little guidance, I saw first‑hand how confusing money can derail dreams. After a decade in banking, insurance and corporate training, I realized traditional firms often push products, not people‑centred solutions. I wanted a firm that paired technical rigour with cultural empathy and entrepreneurial creativity. So I founded The Phoenix Consulting: a place where newcomers, founders and high‑net‑worth families could get bespoke strategies, plain‑English coaching and access to opportunities across Canada and beyond the borders. Building something purpose‑driven that lifts others toward financial freedom was simply irresistible from day one.

Clients choose me because I blend institutional‑grade expertise with the warmth of a trusted confidant. Over ten years I’ve guided everything from debt turnarounds to eight‑figure liquidity events, always in plain English. You work directly with me—no junior hand‑offs—so advice stays focused and fast. My immigrant perspective and cross‑border reach uncover opportunities conventional advisors miss, while fiduciary ethics keep your goals first. Transparent fees, frequent check‑ins, and measurable milestones let you see progress, not promises. I’m driven to convert financial complexity into calm, confident action that protects and multiplies your wealth.

Absolutely. Ninety percent of my engagements are delivered remotely. We start with a secure video call via Zoom or Google Meet, then exchange documents through an encrypted portal with e‑signature capability. Interactive screen‑shares let us dissect portfolios or model scenarios together, regardless of time zone. Quarterly reviews happen virtually, and ad‑hoc questions are answered by email, phone, or WhatsApp within 24 hours. Whether you’re in Toronto, Lagos, London, or Dubai, your financial strategist travels digitally with you, ensuring seamless support wherever life or business takes you.

Health and peace of mind remain top priorities. Since the pandemic, consultations default to virtual unless a client requests in‑person. For essential meetings, I reserve private office suites sanitized before and after use, limit attendance to key decision‑makers, and supply medical‑grade masks and hand sanitizer. Paperwork now flows through encrypted e‑signature platforms, and payments are processed electronically to avoid physical exchange. I fully follow current public‑health guidance, rescheduling promptly if exposure risks arise. This hybrid model safeguards clients while preserving the personal connection that drives successful collaboration.