As a financial advisor, my inspiration is knowing that my experiences and background can help grow your wealth and happiness. I believe that the primary reason we save and invest is due to our innate desire to lead rich lives - I measure wealth in terms of family, community and friendships.

Originally from Waupoos, I attended university in Toronto and then obtained my Master's of Business Administration from the University of Chicago. After graduate school, I had the opportunity to work in finance in New York City, Tokyo, London, Hong Kong, Singapore and Dubai. You can say that I love to travel and see the world. It has been a great privilege to have worked with some of the smartest investors from around the world, and I look forward to leveraging my experiences to help individuals and businesses from Prince Edward County achieve their financial goals.

It is my firmly held belief that developing deep and meaningful relationships is critically important for success. Therefore, it's vital that we invest our time to understand what is most important to you. In addition, I work closely with other specialists, including accountants, lawyers and other professionals, to help determine the most appropriate financial strategies for you.

I would encourage you to reach out and I truly look forward to the opportunity to serve.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Business Owner Considerations
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Architecture
  • History and Museums
  • Real Estate
  • Wine Collecting/Enthusiast
  • Technology

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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