As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help you make important and sometimes difficult, pre-retirement decisions.

I joined Edward Jones as a financial advisor in 2008. Prior to Edward Jones, I was a Sr. Research Analyst with CanWest for six years and Torstar Corp. for five years.

Previously, in 2005 I earned a certificate in Business Management from University of Toronto and in 2008, a Financial Planning certificate from Centennial College.

I am a native Torontonian and I have two children: Jill and Douglas.

I have served on the board of directors for CAWEE (Canadian Association of Women Executive and Entrepreneurs) and the Toronto Speed Skating Club. Currently I am a member of the Edward Jones Leadership Team and WIPP (Women in Philanthropy for Providence) [Healthcare] in Toronto.

My Branch Office Administrator Doreen Staffen has proudly helped our clients since 2010.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Evening appointments are available.

Focus areas

  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

My Personal Interests

  • Skiing
  • Baseball
  • Painting
  • Running

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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