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've been married to Shirley for over 25 years. In June 2021, my son Brandon joined our team as a Financial Advisor. I am very proud of him.

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
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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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