I began my career with Edward Jones almost 20 years ago, building a practice from square one to the successful business it is today. I am thankful for the support and confidence from clients allowing me to develop relationships and improve the lives of families and businesses in our community.

After a 23-year career with Levi-Strauss, I was attracted to Edward Jones because it's a firm that believes in local community. I became a financial advisor because I didn't feel I was served by anyone who had my best interests and family in mind -- most didn't even know I had a family! With thousands of branches across North America, Edward Jones knows that putting client's interests first is the first rule of engagement.

My wife Chrystine and I have lived in the Niagara region for 38 years, raising a family and feel fortunate to be a part of such a great community. Our branch's charity of choice is Big Brothers Big Sisters of Grimsby and West Niagara. Formerly a Board Member, I now work with my family organizing and leading our Annual Edward Jones Curl for Kids and we have raised hundreds of thousands of dollars for charity over the years. I am also a supporter of West Niagara Community Care, West Lincoln Memorial Hospital, McNally House and GBF.

At our branch, we value the personal approach. Jen and Laura take the time to make clients comfortable - our branch focus is satisfying you! Evening and Saturday appointments are available and house calls can be arranged when necessary. Isn't it time you work with the best and simplify your life by consolidating your assets and being served locally?

It's never a bad time for a new perspective -- give us a call to schedule your complimentary financial assessment. Call us at 905-309-7566, there's a very good chance a live person will answer the phone.

Focus areas

  • Business Owner Considerations
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing

My Personal Interests

  • Golfing
  • Hockey
  • Music
  • Outdoor Enthusiast
  • Fishing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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