As a Senior Associate, Aaron works closely with clients to build meaningful relationships and deliver tailored, goal-oriented wealth planning solutions. Aaron plays a key role in supporting clients through every stage of their financial planning journey. Aaron is responsible for building and coordinating comprehensive financial plans which include retirement projections, cash flow modeling, insurance analysis, succession frameworks, tax strategies and estate planning considerations. By translating complex financial strategies into easy-to-understand concepts, Aaron is able to deliver clarity and peace of mind to the clients he works with.

Aaron graduated with High Distinction from Rotman Commerce at the University of Toronto, earning a Bachelor of Commerce with a specialization in Finance and Economics. Aaron is a certified financial planner, holding the CFP® designation. Prior to joining Chronicle Wealth, Aaron developed his attention to detail and precision with Scotiabank’s investment banking team.

When not helping clients, Aaron competes in sports, stays active and spends time with his wife and their puppy, Oakley. Aaron loves exploring new places with family and friends, having travelled throughout Canada, Italy and New Zealand.