As an Edward Jones Financial Advisor, it is my responsibility to guide my clients through a variety of financial decisions. I believe I can make a difference in the lives and families of my clients. I find that extremely fulfilling and noble work. My inspiration to become an advisor began as I watched my mother struggle to receive simple advice from her advisor. She had very little experience with building a financial strategy and was left on her own after my father passed away. I learned from others, she was not alone. My friends suffered similar experiences. They received little or no advice on simple things like retirement planning, debt management or how government pensions work.

At our branch in Port Perry, we treat our clients like family. Our process is simple. We take the time to get to know who you are, and understand what is important to you. We spend a lot of time talking about life, priorities and we build personalized strategies to help you achieve your goals. It is our hope that this personal approach to investing and planning gives our clients confidence and comfort.

With me in our branch is Angie Richmond, Branch Office Administrator. Angie has over 12 years of experience with Edward Jones. She provides our clients with information on their accounts, processing and documentation of the details. Angie is the executive of our branch. She ensures things get done.

Kerry Turner connects with our clients and our community to maintain and develop new relationships. Kerry ensures our clients are well served and the community is knowledgeable about what we are doing.

I joined Edward Jones during the financial crisis in 2007. My role as financial advisor blends my interest in people, economics and money. My formal education is from studying Economics at the University of Toronto a long time ago. My philanthropy is served through the Rotary Club of Port Perry and the Oak Ridge Hospice, Morgan Sidhu House.