After 18 years in British Columbia, where I built two successful technology companies, I wanted to return home to Nova Scotia. Born and raised in Cape Breton, my wife, Elaine, and I wanted to raise our daughter Riley on the East Coast and settled in the Annapolis Valley in 2009. Transitioning into becoming a financial advisor in 2015 was an easy choice; I have a passion for investing and a big reason why I love my job of helping people meet their unique, long-term financial goals. Whether you need to save for a child’s education, reduce taxes or plan for retirement, I can help.
In 2016, I successfully opened the firm’s second branch office in the Annapolis Valley, the first in Wolfville. In 2017, my Branch Office Administrator, Vicki Comeau, joined the team. She brought over a decade of industry experience and is here each day to help ensure each client feels welcomed and valued. We look to continue our success of meeting the needs of our clients who are local families, educators, business owners, first responders and medical professionals.
One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer investment solutions tailored to all your financial goals.
- Wealth Strategies
- Business Retirement Plans
- Wealth Protection Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family