I want to understand what is important to you and your family. This way I can build your personalized financial strategy to protect your assets and help you attain your goals and fulfill your dreams.
I have been helping my clients in our community of Midland, ON reach their financial goals for almost a decade. You get the customer service you expect from a small town business while having the resources of an award winning firm. This is something that I take great pride in.
We can work together to develop a specific strategy to help you achieve your goals whether you're planning for retirement, saving for education, or protecting your financial future.
I married my high school sweetheart, Cheryl and we have welcomed our two beautiful girls into this world. Darci, born 2018 and more recently Eadie, born the memorable year of 2020.
My family and I spend our free time enjoying the great outdoors. We go fishing, camping, and truly appreciate discovering new experiences. However, more recently our fishing time has been slowly replaced with playing house and singing baby shark - now it’s stuck in your head too right?
I'd love to meet with you to discuss your financial goals. Please feel free to give me call. We can even meet for a virtual coffee anytime.
- Business Owner Considerations
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Socially Conscious Investing
My Personal Interests
- Outdoor Enthusiast
- Spending Time with Family