As an Edward Jones Financial Advisor, I believe knowing what matters to you allows me to spend the time to prepare before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family and provide you with a documented goal to achieve this.
What inspires me and my team is working with clients like you to develop specific strategies to reach your investment goals. By monitoring your progress we will keep you on track. Through it all, our branch team is dedicated to giving you the red carpet treatment on all of our services.
In 2017 and 2018 I was part of the Edward Jones Exceeding Conference, attended by the top the 125 branches in Canada and we were so proud of winning an award for being third in Canada for focusing on our client goals. It really is all about our clients.
My Edward Jones career began in 2010 in Ottawa. We are currently part of the Client Solutions Team for our region and I became a limited partner in 2013.
My wife and I have been married since 1991 and we have two adult boys. I am originally from Kingston and was raised in Ottawa and Vancouver.
My branch office administrators, Jewel Bandy and Jocelyne Bordage, have many years of combined financial services experience and are dedicated in providing you with the highest level of service possible.
Relationships are our key, and in our view, meeting face-to-face builds strong relationships. We meet when it's convenient for you because we recognize the challenging needs of your business and your lives. Do not hesitate to call us anytime.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Wealth Strategies
- Intergenerational Planning
My Personal Interests