Your friends and coworkers may know your personal strengths, but how well do they know your risk tolerance? And the news media has a birds-eye view into the markets, but they know nothing about your personal goals. So, do you really want to be taking investing advice from them?

Instead, let's put you at the center of your financial strategy – your dreams, your family, and your opportunities and challenges. It is my job – and my privilege – to learn what's most important to you so I can build a financial strategy that meets you where you are, and gets you where you want to go. Together, we can evaluate any well-meaning advice and see if it's an opportunity that works in your favour.

After a successful 25-year career in IT sales, I followed my passion and am now helping people make the most of their financial lives. I remember my early years spending paycheques on frivolous things, which did nothing to help me buy my first home. I did finally figure that out but I wish I had let someone guide me back then. I'd likely have been a homeowner much sooner. That's the kind of guidance I can offer – the road to financial independence.

My practice is well suited for investors at any stage who want to live their best financial lives. I work well with those eager to learn, open to advice and focused on the long-term. I will stay by your side for years to come – to make adjustments when needed and to help you stay on track, which is sometimes the harder part of the journey.

I've spent most of my life in the Toronto area, with a 16-year hiatus in Calgary, and now enjoy the beauty of Simcoe County. I hold professional licenses in both Ontario and Alberta.

At the top of my own set of values is family – my parents continue to be a huge influence in my life. And today, I enjoy time with my partner and his three teenagers. I love to bake (even had a cupcake business at one point), garden and travel.

And now I'd like to learn more about you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Baking
  • Cooking
  • Gardening
  • Spending Time with Family
  • Traveling

Office Information

Office Address

331 Bayfield Street Suite 212 Barrie, ON L4M 3C2

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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