As an Edward Jones Financial Advisor for over 22 years, I believe it's important to invest my time in understanding your goals and comfort level with risk before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy to achieve your long-term retirement and financial goals.

I joined Edward Jones as a Financial Advisor in 1997, opening the firm's 100th branch office in Canada. Throughout this time, my practice has been located in the Greenbank Hunt Club Centre in Nepean. I became a Limited Partner with Edward Jones in 2007. Prior to my career in the financial services industry, I worked at Canada Revenue Agency for 8 years in two separate roles: as an Income Tax Auditor and as a Financial Analyst.

My branch administration is carried out by a two member team, Jennifer O'Reilly and Kiran Chopra, who have over 15 years of combined experience in the financial services industry. They are all dedicated to providing our clients with exceptional client service.

I graduated with a Bachelor of Commerce with Highest Honours from Carleton University in 1991 and completed a Master of Business Administration with a concentration in Finance from the University of Ottawa in 1997. I also hold two professional certifications: the Certified Financial Planner designation and Chartered Professional Accountant designation.

I live in Fallowfield Village with my wife, Rachel, and our two sons: Alex and Zach. Outside of the office, I enjoy spending time with my family and helping out with my children's sporting endeavours including helping to build and maintain the Fallowfield Village community skating rink.




Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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