As a Financial Advisor and General Partner at Edward Jones I focus on providing customized wealth strategies for investors. I am passionate about building relationships and watching people succeed.

I collaboratively work with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate advice, tax efficient insurance strategies and goals based planning. We use an established process with rigorous client discovery to uncover what matters most. Clients can rest assured we offer transparent fee structures, strong governance and credibility.

Since 2003 my practice has expanded to become one of the largest in the country with Edward Jones. We are located downtown Toronto in the financial district, however I do meet clients around their kitchen table, at their business and even in their barns on a weekly basis.

I work with clients in agriculture, land developers, executives and professionals such as lawyers, accountants, engineers and physicians. Aligned with our firm philosophy, I have adopted a conservative investment approach with a strong focus on capital preservation, income generation and steady long term results to ensure peace of mind.

From 2010-2022 I served as a Regional Leader in Toronto and currently act as the Area Leader for Eastern Canada. In this role I work with a talented group of partners and stakeholders to lead and grow our firm's impact on both clients and associates.

Both myself and my Branch Office Administrator Wendy Seto are dedicated to ensuring client expectations are exceeded. We look forward to meeting you soon.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Employee Stock Options

My Personal Interests

  • Golfing
  • Fishing
  • Skiing
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 07:30PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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