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, business and even 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.

In 2010 I assumed responsibility for leading a team of 100+ Financial Advisors and Branch Office Administrators in the GTA. In my spare time I enjoy speaking at colleges and universities where I am asked to present on leadership, entrepreneurship and finance. I am frequently interviewed by media publications such as Morningstar, The Globe and Mail, Investment Executive and Financial Post to share industry opinions.

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

My Personal Interests

  • Golfing
  • Fishing
  • Culinary Arts
  • Home Improvement
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
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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