Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.

As a Certified Financial Planner (CFP), I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable.

I enjoy getting to know my clients, understanding what they are trying to achieve, and creating a personalized plan to help them achieve their goals. Whether it's planning for retirement, saving for post-secondary education, or ensuring that loved ones are protected and taken care of, understanding my client's goals and needs is my highest priority.

When not in the office, I love to spend time with my wife and two daughters. One of our favourite past times is skiing together as a family.

I am grateful for the opportunity to work with so many wonderful people everyday in our practice. I look forward to building new relationships in the future!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Divorce Finances

My Personal Interests

  • Skiing
  • Running
  • Cycling
  • Active Lifestyle
  • Rock Climbing

Office Information

Office Address

75 Third Street Suite 101 Collingwood, ON L9Y 1K6

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 08:30PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 08:30PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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