I started investing in 2008, smack in the middle of the great recession. In hindsight, I learned two invaluable lessons the hard way: 1) emotions have no place in money decisions and 2) educated, unbiased guidance and research outshines a quick internet search.
Perhaps that experience motivated me to study finance in university, or perhaps it was just my natural interest in investing, analyzing and finding solutions. Today, as a seasoned financial advisor, I'll help you stay informed with reliable, unbiased guidance so you feel in control of your finances and secure in your future, no matter what life throws your way.
In our Port Hope branch, our work together begins with a true understanding of what is important to you. Then, I'll use an established process to build strategies tailored specifically for your life, goals and challenges. We'll be accountable to you and partner together throughout your life to help you stay on track toward your goals.
Each client is unique. We work with those looking to retire with dignity, business owners with complex needs, and families balancing a multitude of goals. We build valuable and genuine partnerships with each and every one of our clients.
My branch office administrator, Crystal Boyd-Stofleth, is nothing short of incredible. She's detail-oriented, highly organized and a delight to be around. We both genuinely care about our clients and their families. For us, the mantra of acting in your best interest is not lip service; it's a lifestyle.
Outside of the office, my wife, Melissa, and I have one son, Noah. I was born and raised in Whitby, and we happily made Bowmanville our home in 2016. We are a family that enjoys being in the sun, tending to the lawn and garden, cooking with our garden bounty, golfing, playing hockey and engaging in some fun competition.
I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Feel free to reach out.