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At our office, the clients' interests always come first. We focus on the big picture to help provide long-term discipline with quality investments, regular reviews, and understanding your priorities. Working closely with you and your accountant, lawyer and other professionals, we help align your financial strategy with your tax and estate strategy, resulting in human centered complete wealth strategies.
I received my MBA from the University of Ottawa in 2016 with a concentration in finance and have been helping families build generational wealth ever since. Edward Jones is a family business to me after following in my fathers' footsteps, who was an advisor for almost 20 years.
I work together with our branch office administrators, Lyndsay and Kim, to provide a nationally recognized client experience. Together they have over 40 years of knowledge in the financial industry.
Outside the office, I enjoy spending time with my wife and two young children. I like to stay active and involved in the Ottawa area by playing golf, curling, and supporting various charitable organizations.
To learn more about our personal review service, give the office a call at 613-254-8625.