As your Edward Jones Advisor I believe it is fundamental you feel understood, informed and secure. All aspects of my branch are aligned to help us better understand and meet our clients unique goals and needs.
My branch focuses on individual long term investors. Planning for family wealth strategies, small to medium business owners and families looking to understand and supplement their pension.
Full wealth management consists of 3 key areas:
* Investment Consultation ~ strategy and management
* Advanced Planning ~ cash flow, networth, taxes, wealth transfer, charities etc.
* Relationship Management ~ client's families, lawyers, accountants etc.
I am a native of Nepean and still currently live in the Barrhaven area. Along with my wife Karen and 4 children Emily, Andrew, James and William. As a family we enjoy camping (glamping) in the summer and skiing in the winter.
Michele is the Branch Office Administrator and has over 30 years in the finance and insurance industry and is a very valuable part of our office. Michele is also a native of Nepean and lives in the Barrhaven area with her 2 sons Dylan and Nicholas.
Together as a team, we pride ourselves on delivering an ideal client experience by staying focused on you, striving to always put your needs first.
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
My Personal Interests
- Spending Time with Family