
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreWhat do you want most in life? Let's make it happen!
I became a financial advisor so I could make a difference in people's lives – I want to truly understand what is important to my clients. Everybody has a different story. I personally get to know and understand all my clients because personal relationships make me a better financial advisor for them.
I bring solid advice and guidance to the table. It's based on your risk tolerance and goals, and a quality mix of investments that we hold for the long term. We want to reach your life's goals, not chase hot fads.
I started my financial advisor career with Scotia Bank and then Wellington West (which was bought out by National Bank Financial). When the National Bank Financial branch closed, I wanted to stay in the community, so I sought out my next move. Edward Jones won hands down because we share the same philosophy – work in the best interest of the client rather than ourselves, our company or any shareholders.
I work closely with Monique, our branch office administrator. Monique lives here with her son D'Angelo. Our branch offers a family-friendly environment with exceptional service.
My parents taught me financial literacy. My dad is a Chartered Accountant, and my mom can save money like no one else. In high school, my dad taught us to research and choose a stock. Then he paid to buy it and when we chose to sell, we returned his costs and kept any profits. It was a great lesson in understanding good value.
Outside of work, I am my 9-year-old daughter's chauffeur. She's athletic and outgoing, and I'm her No. 1 fan. I also love to train my dogs, hiking, working out & time at the beach. We live on a property with a zoo of sorts – 4 horses, 3 dogs and 5 cats.
I am blessed with a lovely life. I love my family, my clients & what I do, and I really want to do what is right for people. When I leave work, I go home and I'm happy.
How can I help you realize your own dreams?
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizWe use an established process to help you reach your goals.
Learn More