I pursued a career in investments in my 20s because the advisor of a person close to me spent many years making poor financial decisions, jeopardizing that person's ability to retire. This was a difficult and painful situation to rectify - we are here to protect our clients from having a similar experience.

Our goal is to help our clients not only FEEL safe and secure in their futures, but also, as much as possible, to BE safe and secure when they arrive at that future. When managing their financial position, our clients receive the same level of care and diligence as our families.

I have worked for more than 11 years to develop the capabilities to provide financial advice at the highest level. The CFA® charter, years as a research analyst for a multi-billion-dollar Bay St. investment fund at a top Canadian bank, and my progress towards the CFP® designation, are outcomes of this pursuit.

I and my team welcome the opportunity to build a lasting relationship with you and your family.


Busy people who:
- prefer to spend their time doing what they enjoy while entrusting the holistic care of their wealth to a team of professionals
- are looking for unbiased advice and an organized approach to creating stable, long-term financial security
- are mid-to-late career; have families and homes to tend to; have accumulated assets and are 10+ years until retirement


- In-depth, personalized financial strategies and custom-designed, socially responsible portfolios
- Guidance deploying excess capital, for example, from the sale of a home, from an inheritance, or from the payout of a pension plan
- Having clear and responsive communication with us so they get the answers they need
- Being able to say "Wonderful, YOU deal with all of this so we can stop worrying about it!"

Life can be busy. Money can be complicated. We can help.

Focus areas

  • Intergenerational Planning
  • Socially Conscious Investing
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Camping
  • Cooking
  • Auto Racing
  • Music
  • Pets

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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