As a financial advisor since 2007, I have advised clients during different life stages, complex investment situations and ever-changing market conditions.

There are three things I strive to provide my clients throughout our time working together:

• A clear explanation of the investments I recommend.
• Timely updates on market conditions and volatility.
• Transparent explanations of costs.

While the road may not always be easy, you can be assured that I am by your side and on your team.

My senior branch office administrator, Beth Lewis, has 30 years of combined experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, online access or your account in general. Beth is extremely approachable and typically finds herself becoming close friends with our clients.

I was born and raised in Woodstock. I went to East Oxford Public School, College Avenue Secondary School and received my Business degree (BBA) from Wilfrid Laurier University. My grandparents were the founders of the Oxford Shopping News and I'm proud to work out of the exact location it operated. As a result, reputation and integrity are not just a goal for our business, they are an absolute requirement.

When I'm not helping clients reach their goals, you'll find me enjoying time with my wife Kelly and our two children. I fill my personal time with teaching, playing and promoting tennis in Oxford County. When not at home or on the courts our family loves to ski, travel and spend time at the lake.

My Personal Interests

  • Traveling
  • Tennis
  • Skiing
  • Volleyball
  • Real Estate

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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