Muskoka is a special place. I moved to Gravenhurst 25 years ago to start my first business. I met and married my wife in Muskoka, and we have raised two great children here. My clients are business owners, professionals, families and retirees - most of whom are also deeply rooted in our community.

I have spent the last two decades either owning or managing a business in Muskoka. My business background and formal Certified Exit Planning Advisor (CEPA) education allows me to help business owners bring clarity to the process of how their business today creates a succession plan for tomorrow.

Our clients value the independent advice that we offer them at Edward Jones. By truly understanding your needs and goals we can focus on creating tailored plans just for you. Our strength is in creating a personal financial roadmap and using a wide scope of investment tools, knowledge and research to successfully execute your plan. As a team, Branch Office Administrator, Kendra Mitchell, and I, will partner with you to create an individualized strategy suited to your goals.

The planning process is so important to success. By maintaining a long-term vision, we can create a plan that also has the flexibility to adapt to whatever your current reality is. For those in retirement or approaching retirement, it is vital to have a financial partner that you trust to work with you on this plan. This plan can then live on successfully through spouses, children and grandchildren.

When I am not helping clients achieve their goals, you will find me skiing in the winter and boating in the summer. The shoulder seasons are best for getting "lost in the woods" with my family and our mischievous dog, Sadie.

Give us a call, or drop in to the office to see how we can help you achieve your goals. Let's have a coffee and get to know each other.