Life is built on relationships of trust. That is why, as a Financial Advisor, I believe it's important to invest my time to understand what you want, need, and value. I strive to make sure my clients feel heard, and that I understand their unique story. I also work to help clients understand the investment world in terms they can relate to.

My passion for planning led me to become a Certified Financial Planner (CFP®) holder. This designation helps me define an investment strategy for each and every client and create a financial roadmap to achieve their goals. Our established 5-Step process allows us to find out what matters most to you and offer strategies for rising income in retirement, risk assessment, pension, tax and estate considerations. I will work one-on-one with you to build a personalized strategy that provides solutions for your unique situation, challenges and opportunities.

My Branch Office Administrator – Stacy MacKinnon and I are dedicated to offering the highest level of service to our clients.

Our value adds are quite simple; we'll help you understand your investments, help you make informed decisions with your money, and help you feel in the driver's seat of your financial future. Our commitment is to provide advice you can trust, and that will help you and your loved ones achieve your vision of the future.

My desire to make a difference in the lives of others has led me to be an active Rotarian and member of the Rotary Club of Edmonton. I sit on the club's Board of Directors and the International Services Committee, where I provide leadership in our youth literacy program and annual playground builds in Belize.

Outside of the office, I fill my personal time with my family, my church community, and exploring Edmonton's beautiful River Valley with my German Shepherd.

Stacy joined our office and Edward Jones in January 2021 after moving back to Canada from Dominican Republic with her husband, Otto, and two young children. Outside of the office, Stacy can be found chasing after two very active toddlers.

Wherever you are in your financial journey, if you desire a personal approach to your finances with a team that cares, we are here to help.

The next chapter in your financial success story is waiting, let us help you write it.

Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Education Savings Strategies

My Personal Interests

  • Golfing
  • Active Lifestyle
  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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