As a child you are influenced by your parents in so many ways. I think about that every day when I look at my son, Tristan, and I am always aware that he is learning from my actions and attitude.

When I think about my childhood, I remember that my parents were concerned about their finances and retirement. This realization prompted me to start reading about finance at an early age. When I attended the University of Western Ontario, I owned three rental properties by the time I was 26. When I returned home, I helped my parents purchase their own rental properties. It was gratifying watching them build their retirement nest egg and easing their stress.

When I saw what proper financial strategies could do to help the people I love, I knew that being a financial advisor was for me. I have always enjoyed helping people and count myself lucky that my two passions come together in this role. I have been a financial advisor for 10 years and one of the reasons I chose to join Edward Jones is because I am able to do what is truly in your best interest; creating personalized financial strategies to help you achieve your goals by listening to you.

Kelly Macdonald, my Branch Office Administrator, is an integral part of building my practice. We have created strong bonds with our clients and these relationships make our branch office a fantastic place to work in every day.

Outside of the office, I give back to the community through food drives, volunteering at my son's school, and coaching little league soccer. I also enjoy playing squash and during the winter months I enjoy snowboarding; the higher the mountain, the better. I also like to challenge myself and set a goal to do one new activity a year, Like studying Cantonese and next on the list is skydiving. Wish me luck!

I encourage you to reach out today to book an appointment. If you have financial goals in mind or questions you want answered but aren't sure where to start, use me as a financial resource.

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Snowboarding
  • Racquetball
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 08:00PM
Tue 08:00AM - 08:00PM
Wed 08:00AM - 08:00PM
Thu 08:00AM - 08:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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