Our ideal client is a professional 'modern' family- this is how I would describe my own family. I have extensive experience in running and using a professional corporation to achieve financial goals. Our services include, but are not limited to: Utilizing your business to achieve personal financial goals. Saving for the family: education plans and disability programs. How to maximize your TFSA into your financial strategy. When to use an RRSP vs utilizing your business. Advanced estate consideration and tax strategies. Saving for a home or investment property. Portfolio management. Protecting your family through: disability, life and sickness insurance.

I personally understand how overwhelming finances can be in the modern family. By partnering together and building a trusting relationship I can give you back time for your family, friends and business. Our office makes a meaningful impact in the lives of the clients and the community we serve.

We use a 5-step process to learn about you and long-term goals:

1) Where are you going? I'm going to ask lots of probing questions to discover who you are.

2) Where you are today? Tell me what you have: income, assets, liabilities, budget, pension, savings, insurance.

3) Can I get you there? It will take us a few days or weeks depending on your unique situation to work on your plans.

4) How do you get there? I'll provide a personalized financial strategy to help you achieve these goals. Our head office team of analysts, accountants, lawyers and world class software will provide the tools to help achieve these goals.

5) How do you stay on track? Now you're committed to being part of the team we are going to partner through out your life to keep you on track.

My qualifications include: CIM®, CFA® level 1, B-COM Finance & Accounting, Conduct and Practices Handbook, Canadian Securities Course and Life license Qualification, Wealth Management Essentials, Advanced Investment Strategies, Portfolio Management Techniques.

My partner in crime and beautiful wife is from the Island, however, it was a joint decision to put down permanent roots. Fundamentally the question was, where do we want to raise our little boy Hendrix? It was an easy decision: skiing, lakes, oceans and hiking.

Focus areas

  • Business Owner Considerations
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Soccer
  • Snowboarding
  • Traveling
  • Outdoor Enthusiast
  • Cooking

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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