I've benefited from always knowing what I wanted to do when I grew up, help individuals and institutions with their finances and investments. I pursued education and exposure to relevant areas of the industry to gain knowledge and experience which I draw on to guide those who entrust me with their nest eggs. I chose Edward Jones because of the culture that enables me to support my passion of helping people. The best teachers I've had are those who can explain complex ideas through simple explanations. The resources available here allow me to help my clients in a variety of meaningful ways.
At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
Our goal is to help you feel informed, secure and in control around your financial future.
Ideally, our clients are those who value our partnership, are serious long-term investors and who understand the importance of planning for the future.
I'm inspired every single day by the people I'm so lucky to work with and meet. Jose, my branch office administrator, and I strive each day to provide the most ideal client experience that we can. We are fortunate to be able to serve the Halton Hills and Peel communities and are eager to help more people.
When I'm not in the office, I enjoy spending time with my wife, Meghan, and our two young children, Jack and Sarah; as well as volunteering in the community and playing hockey, golf, volleyball and squash.
As a Financial Advisor with Edward Jones, I'm able to build a business while serving people and a community which I care for deeply. I am not only passionate about helping people meet their established financial goals, but also uncovering other goals they may not have otherwise thought possible. I would greatly appreciate the opportunity to serve you and your loved ones.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Real Estate
- News & Media