Think about financial advisors, and you'll likely conjure up images of investments and the stock market. Those are essential pieces of our work, but above and beyond investment selection, I put great thought into the bigger picture. The big question is "what do you want your money to do for you?" It's a question that encompasses your vision for your life and your family, and it becomes the basis of an entire financial strategy that I'll help you build with thoughtful attention to your personal goals, needs and circumstances.

A financial strategy is a roadmap. It gives you a sense of security, knowing where you stand and how to move forward, especially as you approach retirement. It considers the inevitable – that there's volatility in investing – and prepares for that and other of life's financial surprises.

When you work with our branch, there's an entire team at your service. Our branch office administrators, Adrienne Lipka, Adriane Faig and Kerry-Dene Morris, and I are sticklers for detail so you don't have to be. We'll stay in touch to keep you informed, answer questions and concerns, review your portfolio and make updates around changes in your life.

Looking back, my interest in finance is clear. Growing up in Nova Scotia, I accompanied my dad (an accountant) and his friend Charlie (a stockbroker) on fly fishing trips. Their conversations always evolved to investing ideas, which I didn't completely understand but found interesting nonetheless. I participated in the Dime Saver kids' program at the bank, proudly collecting and depositing 30 dimes at a time. Years later, somewhat on a whim, I bought a seat on the Toronto Stock Exchange and occasionally went to the floor to trade. What an education!

Before Edward Jones, I was an engineer in transportation planning. I still use my planning skills to make a difference for clients and their financial independence.

Outside of work, my wife and I enjoy the simple things – cooking, time together, a bit of travel, and I love playing tennis.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Socially Conscious Investing
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Tennis
  • Art Museums
  • Technology
  • Skiing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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