I truly enjoy being a financial advisor.
I have had several careers over the years (soldier, student, high-tech marketing, winery owner), but being a financial advisor has been my favourite. Helping people understand the complexities of retirement strategies, insurance, and investments is something that I love doing.
From my varied careers, I have developed a broad spectrum of understanding. This, along with my MBA and Master of Engineering degrees, has given me a wealth of knowledge and experience that helps me build trust and gives my clients a sense of comfort, knowing that they are in good hands.
The number one goal in my practice is to ensure that the clients’ expectations are fully met. I do this by meeting clients on their terms, understanding fully their needs, and applying my knowledge and experience while guiding them to a brighter financial future.
When working with clients, I use a structured planning process to help them define their financial goals, and develop a custom-tailored plan to achieve them. Once implemented, the clients’ progress is measured, and when warranted, changes are implemented so that they are always on track.
Through diligence and hard work, my clients know that I truly care about them and the achievement of their goals. They can trust that I will do my best to exceed their expectations.
Outside of Edward Jones, I keep myself quite busy with family (my wife, two lovely daughters, and my dog), passions (good food, good drink, travel, hiking, martial arts), and volunteering (Niagara Grape & Wine, International Cool Climate Chardonnay Celebration).
My Personal Interests
- Martial Arts
- Wine Collecting/Enthusiast