In my work, relationships are everything. Each and every client is unique . I want to understand what's important to you - That's how we build a financial strategy tailored to your goals, your needs and your life.

Since 2004, my team and I have built one of the most successful Edward Jones practices through a goals based approach to financial strategies. Aligned with our firm's philosophy, we have adopted a conservative investment approach with a strong focus on income generation and steady long term results to ensure peace of mind.

We use an established process in order to determine the right recommendations for your unique circumstances. And we work collaboratively with our clients and our team of trusted professionals to create actionable plans that focus on quality investments with a low cost, transparent fee structure.

With a written financial strategy, you can feel secure that your money is properly allocated for the future you envision. You can navigate through roadblocks - from a personal setback to a market drop. And we will partner with you throughout your life to keep you on track.

I understand that our clients lead busy lives and that-s why my team, Peggy Terrio and Melanie Neglia, and I are responsive to all of our clients needs with an extremely fast turn around time on all questions and requests.

Born and raised in Halifax, I am an alumni of Dalhousie University and an honoured inductee to the Dalhousie University Sport Hall of Fame in 2018. My wife, Diana, and I are proud parents to 8 year old Margaret and 5 year old Henry.

My Personal Interests

  • Swimming
  • Traveling
  • Technology
  • Social Responsibility
  • Gardening

Office Information

Office Hours

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

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