Growing up, we learn that hard work, dedication and integrity, are a requirement for any successful endeavour. These are just some of the values we demonstrate in conversations that we have with the clients we are so privileged to serve in, and around, the Orangeville area.

My passion for investing started at a very young age, even now I remember reading stock quotes in the newspaper for competitions as far back as grade school. That same passion led me to pursue an Honours degree majoring in Business and Financial Economics. All these years later, utilizing that passion for investing and the proven track record of Edward Jones, is how I am able to do the best job possible for my clients.

I believe everyone deserves to have a personalized plan and a financial advisor dedicated to helping them, and their family get to where they want to be. I take pride in helping people save and invest for their retirement and their children's education as well as helping business owners optimize their capital to attain their business, and personal, hopes and dreams. I treat the goals of my clients as if they were those of my best friend, my parents or even my own, because they are.

Our branch team's focus is not just to provide tailored investments to our clients. It is also to understand what's most important to them and by using an established process rooted in partnership, we can help people get on track and stay on track.

When I'm not meeting with clients discussing how to achieve their financial goals, my time at home with my wife Natasha, our son Maverick and dog Lucky is well spent. We love being outdoors together as a family and hopefully as Maverick grows, he will enjoy some of the same hobbies his dad still enjoys: hockey, golf and fishing!

If you are interested in hearing more about how we help our clients or if you would like clarity around your own goals and where you stand, give us a call, we would be happy to help.