My family left England in the recession of the 1980's and moved to Canada when I was 4 years old. My parents, a mechanic and a seamstress, wanted more opportunities for my brother and I. It wasn't without sacrifice or struggle and looking back, I don't know how they did it. This started my fascination with investing for the future. The feeling of helping someone accomplish a milestone or navigate a big life change summarizes WHY I do what I do.

First we determine where you are today, and then look to where you would like to be. I go beyond investing and work with clients around eight meaningful financial strategies:
1. Investment Planning
2. Retirement Planning
3. Transitioning into Retirement
4. Tax considerations
5. Borrowing & Debt Management
6. Optimizing Net Worth & Cash Flow
7. Risk Assessment
8. Estate Planning

Once your goals are outlined, we'll determine how you can get there and stay on track. Small steps today, make the difference tomorrow. My advice is long term in nature. Focused on the flexibility to adjust as we go the goal is to address current needs and anticipate future changes. With all of the resources available, I can confidently build a reliable financial strategy to address any unique financial goals for today, tomorrow, and for the future.

I run a very focused and disciplined practice, starting with a comprehensive financial strategy (including goal clarification and prioritization) and then supporting that strategy with a rigorous asset allocation approach to investing. I work closely with your accountant and lawyer in order to evaluate all the avenues to preserve wealth through improved tax-efficiency and estate considerations. We have regularly scheduled times to revisit and adjust your financial strategy as required, as well as the flexibility to connect via phone, email, in person or virtually should any significant changes to your situation occur (good or tragic). My aim in our conversations is to help you have a clear sense of your financial situation as well as understand the financial trade-offs of financial decisions. I also operate with full cost-transparency as I believe that trust and transparency are the foundation of any relationship.

If this is the kind of experience you are looking for when working with a Financial Advisor, let's meet. It's time to learn more about you!

Focus areas

  • Business Owner Considerations
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Pets
  • Podcasts
  • Baseball
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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Setting your path

We use an established process to help you reach your goals.

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