As an Edward Jones Financial Advisor, I focus on providing customized retirement income strategies for Canadian investors – with a deeply personal touch. And it's that personal touch that truly makes us different.

Our primary mission is addressing the financial needs of soon-to-be retired and retired investors who desire a stable and tax efficient stream of income from their retirement accounts. My priority is ensuring that our clients do not outlive their retirement savings.

Drawing sustainable and tax efficient income from Registered Retirement Income Funds (RRIFs), Life Income Funds (LIFs) and Tax Free Savings Accounts (TFSAs) is our specialty.

We want you to enjoy your well-deserved retirement with complete peace of mind on financial matters.

Our typical client ranges from Canadian Forces members who are making transitions to second careers or retirement to corporate retirees to agriculture-based families who are considering retirement and/or business transition options.

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 - primarily through dividends - and ongoing risk assessment.

You can rest assured we offer transparent fee structures, regular reviews, and proactive communications and feedback.

Our experience helping meet retirement investment challenges speaks for itself.

I joined the investment industry in 2004 and worked with the investment arms of several Canadian chartered banks acquiring my CIM®, FMA and FCSI® designations. My dedication toward education results in more informed advice and better decision-making on your behalf.

I am also a Canadian Forces veteran and proud of my service to Canada.

In January 2023, I was honoured with the opportunity to become a limited partner with Edward Jones.

Please do not hesitate to reach out to us and discover how you can achieve retirement serenity.

Thank you!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Animal Rescue
  • Personal Fitness
  • Technology

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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