I learned the value of money from my parents when they refused to give 6-year-old me a dollar for candy. I later learned that many of our habits and attitudes towards money are passed down from our parents, some serve us well, and others do not.
My drive to understand money, and why some have it and some don’t, has led me on a wonderful journey in my role as a financial advisor serving business owners, real estate investors and self-employed professionals.
I’ve learned from my clients over the years that the more you can automate your wealth strategy, the more time you free up time for other pursuits. I use a customized financial planning process that I follow with each client – this is the foundation. Time to do what you want is more valuable than money, but we need money to free our time from activities we don’t want to do.
As an Edward Jones Financial Advisor, I have the flexibility to save you time by meeting when it's convenient for you, at locations that work for you and your busy schedule. Our team is focused on being both easy and convenient to you.
Outside of my passion for building financial strategies, I’m an avid traveler in search of culture and history in far away places that offer sunshine and plus temperatures during our cold Ottawa Valley winters.
During the summer, my wife, our two teenagers and our cat move to our cottage in Norway Bay Quebec where we spend 6 weeks enjoying all the activities the community has to offer. Being only an hour away, commuting past the rolling greens is a wonderful way to arrive to the office to start the day.
I am grateful for the clients that I have the privilege to advise everyday and I welcome the opportunity to meet new clients.
- Business Owner Considerations
- Retirement Income Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Health & Nutrition
- Real Estate
- Spending Time with Family