Inspired by the book "The Wealthy Barber", I developed a passion for investing and made a career change in 2012. After a successful career in sports administration with Canada Basketball I took on a role as a financial planner in the wealth division of a Canadian bank. Obtaining the CFP® designation, I have spent the last 10 years working with families to help them grow their assets as they work towards achieving their financial goals.

Joining Edward Jones in 2021, our branch team serves families in throughout Ontario and Nova Scotia. We use a goals-based approach that seeks to have everything focused on what is most important to each family and to develop a strategy to achieve those goals. We strive to use the most appropriate investment strategy for each specific goal. We provide guidance on goal setting, retirement planning, education planning, cash flow management, tax-efficiency, investment strategy, estate planning and many other areas of personal finance.

Our office is run by Branch Office Administrator Elizabeth Wright who has 7 years of experience serving clients at Edward Jones. We offer both in-person and remote options for all clients, based on their preferences.

Originally from Nova Scotia, I reside here in Etobicoke with my wife Laura, two daughters Victoria and Kaitlyn and dog Teddy. We are active in the local community through the girl's sporting activities. My personal passions include fitness, coaching, travel and sending time with family.

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