WHAT I DO:
I help busy professionals and families align their money with their life through personalized solutions to meet their goals.

I CAN HELP YOU:
- ORGANIZE your financial life, allowing you to make better decisions.
- REDUCE financial stress, letting you enjoy life, not worry about it.
- PROTECT what’s important to you and your family.
- BUILD strategies that reflect your unique values and goals.
- RECLAIM valuable time to spend with family and friends.
- ACHIEVE your goals and dreams through personalized, comprehensive advice.
- LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change.

HOW I DO IT DIFFERENTLY:
I want to understand what's most important to you. By working together with you we will build a plan that reflects you, your family and your life. We partner together with you to help you stay on track throughout your life.

ABOUT ME:
I graduated from Fanshawe College in 1999 and was employed in engineering and industrial design for 16 years. Working in this field I have developed a specific skill set, which allows me to be an innovative problem solver and pay exceptional attention to detail. Each day I strive to best serve my clients with enthusiasm, honesty, and integrity.

I grew up in a small town west of London with my two brothers and one sister. I have small town values and spending time with my family is very important to me. I now live in Parkhill, which I am proud to call my home, with my fiance Elana. During my spare time I enjoy golfing, fishing, Aikido, and playing my guitar.

Focus areas

  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

My Personal Interests

  • History and Museums
  • Martial Arts
  • Music
  • Fishing
  • Tennis

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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