As your Advisor team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you

The key to successful investing is to develop a strategy that can help you reach your future goals. We sweat the details in meeting the needs of individual investors by helping them map out and execute long−term investment strategies.

I joined Edward Jones as a financial advisor in 2007 and, prior to that, experienced the ups and downs of the markets through investing my own portfolio. Having completed the Rotman MBA program at U of Toronto in 2004 (Dean's Honour List) gives me further insight to allow me to effectively manage your assets. I am a lifelong student of the markets and investor psychology.

I have been a resident of Oakville/Burlington area for over 20 years and I intend to stay many more. My client base consists primarily of my neighbours right here in Burlington/Oakville but I also take care of clients located as far west as Vancouver Island, east to Ottawa and south as far as Florida.

My Branch Office Assistant, Catherine Scherb, is my business partner who excels at meeting clients' administrative needs. She is here to answer your calls and help you in a friendly, courteous, prompt and professional manner.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Relationships are key, and in our view, meeting face to face builds strong relationships.

I would like to provide the answers to your questions so you can make informed, financially sound decisions.

Please contact me to discuss your needs.