As a former police officer, I am used to running towards danger when others run away. As a Financial Advisor, I am prepared to do the same for my clients. When there is market turmoil or downturns, I am not afraid to face it head on and do what's best for you.

My clients are business owners, professionals, and families and I partner with them to achieve their financial goals. We work together to develop personalized strategies to prepare for retirement, for raising income in retirement, as well as risk assessment, pension, tax and estate needs. Listening closely to my clients and paying attention to the details are skills that are key in helping them reach their financial goals.

My passion for planning and providing tailored financial solutions has resulted in consistent awards and recognition for my team and in 2019, I became an owner of the firm through a limited partnership. My desire to help others has expanded beyond my clients and I also hold key leadership positions within the organization; coaching advisors throughout Eastern Ontario and Atlantic Canada to grow their business and better serve their clients.

Lynn Clarke, my Branch Office Administrator, has been with Edward Jones for 20 years. She knows the ins and outs of this business and is the friendly face you'll see when you come in or the voice on the phone you'll typically hear first when calling the office. Outside of the office, Lynn enjoys seeing family and friends, traveling, and spending time at the cottage.

I grew up in Whitby and am happy to still call it home with my wife, Sharon, and our son, Nathan. Having roots here in the community is important to me and it's a pleasure for me to work and serve here. Away from the office, I enjoy spending time with friends and family, running, traveling and going to the gym.

If you are interested in discussing how I can help you achieve your life goals through solutions tailored to your specific needs, visit my office or give me a call.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Owner Considerations
  • Socially Conscious Investing
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Basketball

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

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.

Take the My Priorities quiz

Setting your path

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

Learn More