The ability to positively impact lives has always been my goal. With the support of a strong team of home-office professionals I focus on helping a select group of entrepreneurs and families develop comprehensive financial strategies. In addition, my Branch Office Administrator Susan Desjarlais-Regnier is always here to help with your needs. Susan and I have worked together for several years to help ensure that each client feels welcome and valued.

I received my Bachelor of Commerce Honours Business Administration degree from the University of Windsor and hold my Life Insurance Agent license. I have also received the FMA and FCSI® professional designations.

Windsor born and raised, I serve on the board for the Windsor Residence for Young Men and have also volunteered for the Canadian Mental Health Association and the Windsor-Roseland Rotary Club. With Edward Jones I have also served as a Recruiting Leader, a Secondary Recruiting Leader, as a Field Trainer and a Mentor.

With more than 18 years of experience as an Advisor, I’ve found that spending the time to understand what’s important to my clients, educating them on the strategies and investments that we’ll be using to help them to reach their important goals and partnering with them throughout their lives to ensure that they stay on track helps our client to feel more comfortable when making important decisions.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Golfing
  • Hockey
  • Reading
  • Cooking
  • Cycling

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Branch Team

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