When working with a financial advisor, a strong personal relationship is key. Having someone you trust working with you, who understands your situation, your dreams and goals is very important. It gives you the confidence you will achieve them. For the past seven years I have been helping my clients do that at my branch here in Lindsay.

I have been helping people reach their goals for my whole work life. I changed careers in 2015, to come work at Edward Jones, prior to that I had worked my way up in disability service to senior management. It was in disability services that I learned the value of personalized plans. Everyone is unique and has their own hopes and dreams, by articulating those hopes and dreams, and adding actionable steps and timelines is how we create goals. By defining our goals, we infinitely increase our ability to achieve them. By personalizing them we become invested in them, and take ownership.

When you enter my office you will be met by Kim Lillico, the Branch Office Administrator and my partner in providing you with excellent service. If you phone into my office, Kim will be there to answer.

I live on an acreage, which allows me to participate in many hobbies and interests, including an active maple sugar bush, skiing, boating, dirt biking (trail riding) and backcountry camping. My interests are family oriented, and I enjoy doing them with my wife, and boys who are 23 and 19. We also have two large goldendoodles, and one small doodle that add great joy to our lives.

I believe it is important to have strong communities and that requires community service, I am an active member or Rotary, and sit on the board of directors for the United Way of Kawartha Lakes and Haliburton.

Focus areas

  • Business Owner Considerations
  • Wealth Strategies
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Education Savings Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Canoeing
  • Curling
  • Motorcycles
  • Pets
  • Skiing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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