What I love most about my role as a financial advisor is that each client has a different set of needs which allows me to personalize the services in order to meet the desired outcomes. Regardless of the type of requirements expressed, whether it be rising income for retirement, risk assessment, pension, tax or estate considerations, each situation is unique and allows me to apply a sound process whereby I guide and support the client in making consistently wise financial decisions. It is amazingly satisfying to assist clients and their families in shaping their sustainable financial futures.

Like many young people growing up in Northwestern Ontario, playing hockey was an important part of my youth and young adult life as I pursued my post secondary education at Fitchburg State University where I studied and earned a degree majoring in Economics. In many ways, the lessons learned while playing hockey also helped shape my character both personally and professionally. Working tirelessly to achieve a goal by managing time and other responsibilities effectively; being a team member who could be trusted and counted on; and going above and beyond in order to achieve results regardless of the sacrifices are some of the useful takeaways from my experience playing hockey.

Choosing Northwestern Ontario to grow my business is also a testament to my commitment to the region and its residents. Having acquired extensive and comprehensive training with Edward Jones in Southern Ontario, I possess the skill set to deliver quality services comparable to my counterparts in the larger centers. I offer a broad range of personalized services coupled with access to exceptional analysts in the industry.

I am accepting new clients. Feel free to reach out to me with any questions.