My focus is on serving the financial needs of corporate professionals and small business owners in the Ancaster, Hamilton and surrounding community. We have built our business by treating clients how we want to be treated, a simple idea that still makes sense in today’s complex marketplace. This is achieved by partnering with our clients and working together towards realizing their goals through tailored financial strategies.

Having worked in the financial services industry for 15 years, I have helped many people achieve various financial goals. My main focus is retirement strategies and helping transform my clients to realize their retirement dreams. I do this by uncovering their specific goals, understanding what they already have in place to work toward these goals, and implementing a strategy to fill any gaps. We also discuss the tax implications of certain decisions, such as when to draw from certain retirement resources.

I graduated from Trent University in 2008 with a Bachelor's in Business Administration. My wife, Angela, and I have two beautiful daughters, Zoey and Scarlett. We enjoy family activities, vacations, and being involved in our local church.

In my own spare time, I enjoy golfing, playing softball, and visiting local shops and restaurants in the local community.

My Branch Office Administrator, Bella, is dedicated to providing the highest service possible. She's always available to answer general questions or to schedule a meeting with our office.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

I live by the philosophy, "Hope for the BEST, plan for the worst".

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Business Owner Considerations
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Karate
  • Baseball
  • Technology

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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