As an Edward Jones financial advisor, I understand how quickly life can throw curveballs. Having been through a WSIB workplace injury, having a special needs son at Sick Kids for 10 months, and experiencing a terrible motorcycle accident, I understand the need for calm guidance and flexibility when life changes occur. At the same time, I aim to help my clients achieve growth-oriented vision that isn’t rattled by short-term fluctuations.

With a background in insurance and financial crisis counselling, I’m able to help my clients evaluate true risks and set up a comprehensive plan for their lives. I’m incredibly inspired by the history of Hoshi Ryokan, a Japanese hotel started in the year 718CE that has been run by the same family for 46 generations! No dream you have for your family is too great to include in your estate plan.

Sometimes investors expect that our first discussions will be about buying and selling stocks. While I do love talking to people about the markets, this is not a transactional relationship. First, we’ll spend quality time talking about everything in your life – your dreams, your needs, your challenges, your values. The portfolio, while hugely important, is the last thing we talk about, as it needs to be personally tailored to your entire situation and risk tolerance in order to be meaningful. It needs to plan for the future you’ve envisioned and also prepare for unexpected challenges.

My office team prides ourselves on our ability to cut through the confusion of the financial industry and get down to brass tacks. Behind the scenes at Edward Jones, tens of thousands of people and advanced technology with a century of experience help to support our office so we can help ensure you receive the most current and comprehensive guidance.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can help.