Relationships with clients is the wonderful reward to my profession. It is a pleasure working with clients that roll up their sleeves when we are together. They care about balancing today with the future, they care about their family and friends, and they value surrounding themselves with assurance.

As a full-service broker, I value giving my clients choices to match their comfort with their goals—from mutual funds, stocks, bonds and a few other styles of investing. As the years pass, we continually align the clients' evolving life with investment options to refine the strategic planning and keep risk management in check. I inform my clients of industry changes and refresh their understanding of high-level choices as it keeps expectations aligned with efforts.

I am a second-generation financial advisor serving dedicated investors, professionals and business owners. For highly specialized client needs, I involve a tenured team of experts across many disciplines to deliver an integrated solution. While the experts walk off into the sunset at conclusion, they help deliver the multi-year award-winning Edward Jones client experience.

Born and raised in London, I graduated from the University of Western Ontario in Geophysics, which led to work in four countries on behalf of a global fortune 500 company and a private Canadian consulting engineering firm. While working abroad offered Zoe (my better half) and me what felt like a long working holiday, giving my kids the benefits of a consistent home environment brought the family back to London and for me to continue his father's legacy as a financial advisor.

I do reflect on my past as a weekend warrior that enjoyed mountain biking, rock climbing, mountaineering and other outdoor pursuits. Yet, today keeps me busy with being there for my kids and their rapidly evolving lives, walking and running with Luna (our energetic dog), and enjoying the links or the pleasures of the London area in good company.

Focus areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Socially Conscious Investing
  • Charitable Giving
  • Business Owner Considerations
  • Business Retirement Plans

My Personal Interests

  • Art & Theater
  • Social Responsibility
  • Technology
  • Active Lifestyle
  • Chess

Office Information

Office Address

1295 Riverbend Rd Suite 250 London, ON N6K 0G2

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

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