Glancing at my resume, you'll see CPA, Chartered Accountant, major pension plan CFO, 15+ years of public accounting and various voluntary advisory committee positions for the Financial Service Commission of Ontario. Reading between the lines, you'll see that this experience and business acumen makes a significant difference for the clients I now serve as a financial advisor and insurance specialist with Edward Jones.

I often work with retirees, business owners and professionals with complex needs. My ‘Bay Street’ knowledge makes me a better evaluator of the technicalities in complicated financial strategies and issues. It allows me to create strategies well suited to manage multifaceted needs. I can then translate these into manageable, understandable language so that clients can better digest the information and evaluate their options.

My first investing lesson came at age 22 with my first RRSP. Everyone had ideas about hot stocks and cutting-edge strategies. I followed some terrible advice and learned some hard lessons. Thinking back, I made a professional decision to educate, mentor and advise people regardless of their age or financial knowledge. I devote a portion of my business to serving younger clients – perhaps not a highly profitable decision, but money has never been my god. I measure success by each and every client and whether they are better off due to our relationship and work together, regardless of their financial means.

When I became a financial advisor, I purposefully chose Edward Jones. As an employee-owned partnership rather than a corporation, we can put clients' interests first and not answer to multiple stakeholders or short-term biases.

I am a true Southern Mississauga resident. I was born here and still work beside one of my old schools in Port Credit. I hear the school bells every morning, only now they call me to work rather than class. My wife also serves clients at Edward Jones branches as an on-call branch office administrator.