As an Edward Jones Financial Advisor, I focus on providing customized wealth strategies for Canadian investors – with a deeply personal touch. And it's that personal touch that truly makes us different.
With over 15+ years in the industry, my greatest insight is that no two investors are exactly alike, and what may be an appropriate strategy for a friend, co-worker or neighbour might not be the best course of action for you. So it is our job to uncover what needs and goals belong to you – and then develop a financial strategy and investment strategy that works best for you and your family.
Our investment process is very straightforward, using properly crafted, diversified portfolios built with quality investments with a focus on reasonable rates of return, steady cash flows and ongoing risk management – all with an eye for spotting potential market opportunities. You can rest assured we offer transparent fee structures, strong governance and complete credibility.
Our strength lies in the long-lasting relationships we forge with our clients. And those relationships are based on trust, transparency and efficiency. Regular contact and reviews. Using plain, simple, straightforward language. Even routine client service needs, like transferring funds to your bank accounts or changing monthly payments are performed with complete efficiency. As a result of this, we find that our clients often rely on us for our thoughts and insights on all aspects of their lives which indicates a true, trusted partnership. Our clients truly come first with us.
I joined the investment industry in 2004 and worked with the investment arms of several Canadian chartered banks acquiring my Chartered Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI) designations. My dedication toward education results in more informed advice and better decision-making on your behalf.
We look forward to meeting you!
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Personal Fitness
- History and Museums
- Animal Rescue