What is important to you?
Why are you invested in the stocks and mutual funds you hold?
How will you achieve your goals?
How can you stay on track to achieve your goals and dreams?
Have you thought about these questions before? I help individuals, families and business owners find their answers.
My purpose as a Financial Advisor is to take the time understand what is important to you, what makes you tick and how you want your finances to play a role in your life. I use an established process and dig deep to identify your priorities and develop a tailored solution that you are comfortable with and understand.
Investing and finance can be overwhelming. In today’s world we have all the information at our fingertips and we all experience information overload from time to time. Along with understanding your unique situation, my role is to educate you on the tools we will use to help you reach your financial goals. I will help put together a balanced mix of high-quality investments that are structured to produce long term results that help you achieve what is most important to you.
Outside of work I love to play golf and spend time with my family. My wife Shannon and I lived in Alberta for 8 years and have recently moved back home to Prince Edward Island to raise our kids and be closer to family.
I am excited to be able to help and work with individuals, families and business owners from across the country. If you would like to learn more about the Edward Jones approach to investing, let's get together for a coffee. Whether it be virtual or in person, I would love to understand your goals and help you achieve them!
- Retirement Income Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Business Owner Considerations
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
More to explore
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Setting your path
We use an established process to help you reach your goals.Learn More