I made the leap in 2017, joined Edward Jones and immersed myself in the financial world. From then on, I have dedicated my career to providing clarity to financial questions and making the connection between those questions and what is important to you. My background in mechanical and industrial design has allowed my problem-solving skills to grow to a point where the next logical step was to use those skills as a financial advisor to make a difference in the lives of others.

When I'm not at work, I can be found working on home renovations, kayak fishing, playing my guitar, and practicing Aikido (which I've earned the rank of 1st Dan black belt). I find that spending time enjoying the outdoors adds harmony and balance to my life.

Our clients are from all walks of life, they're blue-collar workers, business owners, farmers, professionals, and even super savers.

I take a very straight forward approach to financial problem solving.
1, Discover what's most important to you
2. Build out your personalized strategies
3. Deploy and partner with you help you stay on track

From our office in London Ontario, my BOA, Amber Steele and I are ready to provide you with clarity and guidance to help you through the next transition in your life.

We welcome the opportunity to assist every one, though we primarily work with pre-retirees within 10 years of retirement and retirees that are in the first 5 or 10 years of retirement. We help with a combination of retirement income distribution strategies, like coordinating portfolios with the timing of CPP and OAS, RRSP to RRIF conversion, and tax efficiency strategies. For those clients who will accumulate more than they need for retirement, we do a lot of estate planning around the assets they're not going to spend down in retirement.

We want to be your trusted financial partner so you can focus on the rest of your life!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

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

Office Information

Office Hours

Office Hours
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
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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