My career with Edward Jones has been fulfilling to say the least. I started my practice with the firm shortly after my father had become a client. Prior, I was employed by one of the big banks as a financial advisor. When I saw the personalized service and care that my father experienced and benefitted from, it motivated me to do the same for my clients.

I offer a personalized approach. Each client has a detailed, tailored financial strategy in place which provides them with a clear picture of what their retirement will look like, as well as the costs associated with the work we do together. This helps remove any uncertainty from their financial strategy. In partnership with our clients' legal and tax professionals, we consistently review and modify their strategy to ensure we are equipped to tackle any major life changes and provide all-encompassing, holistic solutions.

Our firm's investment philosophy as well as my own is to buy conservative, high-quality investments for the long term. We also incorporate social and environmentally responsible investing into the solutions we provide so clients can feel the positive impact they have on the world around them while planning for their future.

Our branch office is located on the intersection of Bloor Street West and Islington Avenue in Etobicoke. However, my meetings often take place at my clients' homes, as well as their businesses. I work with a large group of business owners, retirees, and retirees in training to ensure they are prepared for the upcoming changes they may be going through with their family, employment transition, upcoming retirement, and business goals.

Our branch office administrator, Antonia Bugden, is passionate, client-centric and organized with a finance background.

During my spare time, I enjoy time with my family, playing soccer, running, frisbee, camping, beach vacations and tasting different world cuisines.

Antonia and I look forward to meeting and helping you and your family.

Focus areas

  • Business Owner Considerations
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Protection Strategies

My Personal Interests

  • Community Outreach
  • Personal Fitness
  • Pets
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 07:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 07:30PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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