I came to Edward Jones in 2008 after teaching elementary school in the Toronto, Peel and York District School Boards for 24 years.

As a former teacher, I want clients to understand their portfolio and the reasons for the recommendations I make. A first appointment with me will be at least an hour, as I explain my recommendations in detail.

After that, I will keep in touch regularly. At Edward Jones we take a personalized approach to investing. We will get to know you and your goals intimately and provide truly personal service.

My Approach

I hold an undergraduate degree in Kinesiology and a Masters in Science (MSc). I am analytical in my approach to investing. I always encourage my clients to make decisions based on logic over emotion.

Although it takes more time and effort and a watchful eye, I prefer to recommend individual stocks over mutual funds. I keep a close eye on my clients' portfolios.

My Background

Growing up, I had a rare backstage pass to listening in on some of the titans of international politics, banking and industry. My grandfather was the Minister of Finance under John Diefenbaker, and he often let me sit in when they met socially. When my grandfather Donald T. Fleming became Managing Director of the Bank of Nova Scotia he continued to bring me along, and I continued listening to those high-level conversations about business and politics.

A Financial Advisor Who Knows You by Name

You deserve more than a 1-800 number when it comes to the future you hope to build. Reach out today for a no-obligation portfolio review. Just click on the red Request Appointment button and we'll be in touch.

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