From an early age, I desired to be financially independent. When I was seven years old, my grade school yearbook asked me what I wanted to be when I grew up. I listed "Billionaire" as my career ambition. I may have fallen a bit short of that lofty goal but since 1997 I have prided myself in helping others find the confidence and path to create their own financial independence, wherever they are in their lives.

One of the biggest barriers to achieving financial freedom is making assumptions that may not serve you well – assumptions about risk, the quality of an investment or the costs. My role is to provide the information and guidance that allow you to make well-informed choices with your money and your future. Together, we'll identify what really matters to you and then, with determination and forethought, follow a financial strategy to get you there and partner with you as life unfolds.

My practice is supported by two Sr. Branch Office Administrators. Gayle Walker, Hieu Reid and I have worked together for many years providing one-on-one service to clients. Together they work closely with clients to keep our practice operating efficiently. Our goal is to provide the personal service that affirms how important you, your family and your success are to us.

For 10 years I volunteered with Edward Jones as a Regional Leader, guiding the health and growth of more than 70 Edward Jones branch teams in Southwestern Ontario so that more clients can experience the hallmark brand of Edward Jones service.

As a limited partner, I am a partial owner of the firm where I've worked for the past 20+ years. As a privately held company, we are responsible only to our clients, not to outside stakeholders. My MBA degree and Certified Financial Planner (CFP) designation holds me to higher standards of knowledge, ethics and client service.

Our team would be pleased to meet with you to better understand your financial goals, investment strategies and lifestyle dreams.

My Personal Interests

  • Sailing
  • Photography
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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