I grew up in Brantford, Ontario but moved away to work in banking, investing and finance. I started my business career at a small Trust Company and eventually went on to work in the branches and in head office capacities of three Trust Companies and a Canadian Chartered Bank. This work took me from small towns across Ontario to Bay Street in Toronto, where I spent a considerable amount of time. In addition to Trust Companies and a Bank, I also worked at Mackenzie Investments building and promoting bank products from their, then owned, Trust Company. All of this has helped me bring a great deal of value to my clients and their financial priorities.

In the spring of 2019, I returned to Brantford to start a financial advisor practice with Edward Jones as it’s a wonderful opportunity to share my experience with people looking to find a path to achieve their financial goals and dreams.

There is nothing more important to me than understanding what is important to you. To do so I follow a purposeful, deliberate, repeatable process – a five step process – focused on you and those you care about. I work in partnership with the families I serve, always focused on achieving their short term and long term goals with written plans that clarify and simplify the path to financial success.

When I’m not at work I enjoy spending as much time as possible with my two grown children as well as fishing and riding my snowmobile in the woods of Northern Quebec and Ontario.

Setting goals and building financial plans all starts with a conversation. Let’s have that conversation today.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Wealth Protection Strategies
  • Socially Conscious Investing

My Personal Interests

  • ATVs
  • Fishing
  • Music
  • Outdoor Enthusiast

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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