Born and raised in the same small Canadian town as pop star Avril Lavigne, I completed my BSc Engineering before flying to Africa for 3 months. Instead of 3 months, I got sidetracked for 30 years in Africa and Europe, returning home in 2019 to continue my already diverse financial career.
Post graduate qualifications in engineering combined with studies in economics, law, philosophy, and photography help to round me out as an individual and give me a unique perspective on investing. Having lived across 3 continents and worked with a diverse range of cultures, I relate easily to people from all walks of life.
I believe it’s important to talk frequently and honestly with clients to understand what is important to them. Our personal and financial needs change over time, so ongoing contact is essential to avoid just having a 'snapshot' of a clients life. With my asset management background I am used to active portfolios, and like to work with clients to be more active when appropriate.
Linking a clients current finances to a vision and plan for retirement is a part of my job that I enjoy. Watching a clients stress melt away when they connect the dots and see their retirement picture are "light bulb moments" that I love being part of.
When appropriate, I take on the role of 'teacher' to explain financial concepts in simple language to those who want or need it. Perhaps as a result of my experience in Africa, educating the youth and under-privileged is something that is near to my heart. It's important for me to contribute personally and financially to these causes in a meaningful way. Note: Don't get me talking about it because I might not shut up!
All of the above is possible thanks to the thousands of people that support me daily at Edward Jones. I really cant ask for more.
Working together we can help you develop a complete, tailored strategy to achieve your financial goals. Call me, that's all it takes. It will be worth it.
My Personal Interests
- Spending Time with Family
- Social Responsibility
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