Building up substantial wealth is a terrific goal, but what really matters is what it represents to you – it signifies your years of hard work and feeling in control and secure for life.
I get concerned when people plan their future using a rule of thumb as a guide - to save 10% of your income for retirement. This is a great goal, but is it the right one for you? Let's partner together to determine your unique goals for your situation.
When we meet, we'll focus on what is most important to you. Perhaps it's your family or financial independence in retirement, a favoured charity or leaving a legacy for your loved ones. We'll structure your finances to work efficiently toward the things you value. Since important financial decisions can't always be undone, we'll work together to ensure the end result is tailored just for you.
With over 20 years in financial services, I've helped clients navigate all types of situations, including the 2001 and 2008 financial crises. I've earned my CFP (Certified Financial Planning) designation to enhance my knowledge and services. For several years, I led the Coaching and Performance area of Edward Jones, supporting Financial Advisors and guiding them how to run a successful practice - by putting clients' needs first.
Thanks to my grandfather who hired me as a teen to do odd jobs in his auto body shop. I earned my own income and learned the value of hard work and saving for the future and my long-term goals. Today, it's my pleasure to serve my clients with that same philosophy in mind.
My own values center around family and enriching experiences. I'm originally from Regina, and much of my family still lives on the prairies. Now I enjoy the trails and parks in Ontario. I like fishing, traveling to historical places and quality time with friends. My wife Lisa and I have two teen boys involved in kickboxing, hockey, basketball and football. Our busy household is rounded out by our labradoodle, two guinea pigs and a bearded dragon.
- Business Owner Considerations
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Charitable Giving
My Personal Interests
- Spending Time with Family
- History and Museums
Office Address6855 Meadowvale Town Cntr Crcl
Mississauga, ON L5N 2Y1 opens in a new window