I am a life coach. I help people mitigate their risk and protect the wealth that they've worked so hard for, so that no matter what happens in their lives, two things will be certain: they will always have enough and everything will be okay.

We want to work, build and deepen relationships with clients who appreciate the excellent service and advice that we, as a team, provide.

We commit to our clients by providing a written financial strategy. We have a consistent process which leads to client loyalty and introductions to the people they care about.

I have been in the investment industry for over 30 years, and with Edward Jones since 1998. I am honoured and humbled to have received the Circle of Success award, celebrating our commitment to make a positive difference in our clients' lives.

My areas of focus are:
Retirement Income Strategies
Retirement Savings Strategies
Investing for Women
Estate & Legacy Strategies
Wealth Protection Strategies
Intergenerational Planning

On a personal note, I love spending time with my family. I've been married to Shirley for over 25 years and am blessed with 2 wonderful children, finance savvy Brandon, and artistic Kamryn. I play basketball with friends regularly.

I believe that education is very important and our team regularly hosts seminars that educate and inspire women, seniors, business owners and their families.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Basketball
  • Spending Time with Family
  • Volunteering
  • Baseball
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More