'Financial Services' has been my "way of life" for over 35 years. On graduation (BA-Honours: History & Geography), I was uncertain of a career path and was encouraged to consider one of "the Banks". After a short time gold mining in northern Ontario, I joined the Bank of Montreal and enjoyed a very successful career, starting in the branches, then experiences in retail, commercial, corporate, international and technology divisions.

After 26 years I retired, spent a year with a financial-tech company as their VP of Technology, then "saw the light". It was time to become self-employed, stop commuting, establish my own office and develop the opportunity to treat my clients in the fashion I thought best.

Edward Jones provided the opportunity to be professionally and emotionally satisfied; With Melissa Oliver, Branch Office Administrator, we help clients plan and meet their financial needs. A good deal of our practice is helping retirees achieve their goals, but an immense amount of satisfaction comes from the family relationships we establish, often several generations of the same family as clients.

It's our acute attention to the clients' needs, their goals, plans and aspirations, that our branch has, for several years now, been consistently ranked in the top 3% of Edward Jones North American branches for 'client service excellence' (at various times #1 in Canada).

Community service has always been an integral part of my life; coaching community sports teams, fundraising for United Way and the Canadian Cancer Society, etc.. I remain active with our church, as Treasurer, volunteering with Junior Achievement delivering financial literacy programs to students and hosting and speaking at financial literacy seminars for seniors.

I grew up in Newmarket, met and married my lovely wife in town and helped her raise our daughter and son who now have careers of their own. We have stayed in town, close to the office, enjoying our garden and our Golden Retriever.

My Personal Interests

  • Gardening
  • Home Improvement
  • News & Media
  • Photography
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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