Exciting News! Our brand-new office will be opening soon at 1405 Bloor St. Suite 208, Courtice (corner of Bloor St. and Townline Rd). Please contact us for more information.

As an Edward Jones financial advisor, it is important to me that you feel heard and understood, and I will always take the time to clearly explain what we are doing and why. I will find out what is most important to you, and we start building strategies to help you achieve your goals using the Edward Jones established process. Whether you are planning for retirement, saving for education needs, estate planning or advanced business strategies we are here to assist. I will regularly monitor your progress and together adjust as life circumstances change. The best part of my day is working with my clients to put together the pieces of their financial puzzle and mapping their goals out in an achievable plan. Partnering with my clients and seeing them succeed is what I am most passionate about.

We work in partnership with our Head Office who provide us with advanced technology support and the most current comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

Our Branch Office Administrator, Aprile Panagakos, provides our clients with an elevated level of personalized service. Aprile's commitment to our clients and attention to detail is integral to the success of our office.

If you are interested in finding out more how I can help achieve your financial goals, please contact our office.