As a Financial Advisor with Edward Jones, every strategy I offer and every solution I recommend is based on what's important to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.
Have your retirement plans changed lately? Do you know how much money you'll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about your insurance needs? I can help you refine your retirement strategy, taking an in-depth look at all your retirement accounts. By looking at the big picture now, I can help you make sure you'll spend retirement on your terms and with as few surprises as possible.
I joined Edward Jones on January 15th, 2018 and now have my own office in the downtown core in Calgary, Alberta. Previous to joining CIBC, I lived in Ottawa, Ontario, where I was a registered nurse. My home town is Cornwall, Ontario, where I grew up before I moved to Ottawa, graduated from Carlton University and went on to receive my nursing degree from Algonquin College in Ottawa. I married my high school sweetheart, James Morin, and I have a son, a daughter and three grandchildren.
At Edward Jones, I am focused on you. The firm has thousands of people and advanced technology supporting my office so that I can help you reach your long-term financial goals.
- Retirement Savings Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Employee Stock Options
- Retirement Income Strategies
- Business Owner Considerations
My Personal Interests