Since the early 2000's I have worked in the financial services industry and have an established background, with over two decades of experience.
I rose quickly through my professional roles during my banking career, moving from roles such as National Manager HSBC Mortgage Services all the way to General Manager at CIBC Imperial Service Investments and Retail Banking.
Over the years I have personally mentored and taught financial strategies across southern Ontario, leading numerous investment professionals to new heights with their clients.
My practice serves individual investors who appreciate the value of a long-term financial strategy. I focus on goal-setting, risk assessment, tax-efficient retirement cash flow strategies, insurance needs and legacy considerations.
My clients come first. Their goals and their needs are my number one priority. I value the personal relationships we develop with our clients by working closely together over time.
I am a proud father to a beautiful eight year old girl named Madeleine. Working at Edward Jones has provided me the time and flexibility and opportunity to watch my young daughter grow, volunteer at her school, and be there for the "firsts."
In my off time, you can find me spending time with my wonderful spouse Paula, my daughter Madeleine, and step daughters as we enjoy our two boxers Luna and Willow.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Protection Strategies
My Personal Interests
- Coaching Sports
- Health & Nutrition
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