Our office makes a meaningful impact in the lives of the clients and the community we serve. That's the reason it's so easy to come to work everyday. Helping business owner's improve their bottom line, maximizing a disability grant or an education grant, having protection in place, sharing knowledge, educating and helping clients save on taxes. I have a track record of successfully investing money since 2015.

Our ideal client is a local business owner or professional with multiple business and family needs. Naturally these clients appreciate a deeper relationship and value having someone on their team.

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 office team, Edward Jones, analysts, accountants, lawyers and world class software will provide the tools to 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: Certified Financial Analyst level 1, B-COM Finance & Accounting, Conduct & 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.

Share your goals today.

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
WeekdayAvailability
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

Request an Appointment

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