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Life Priorities. Your Life Priorities.
As a Financial Advisor, my focus is to make clients feel heard and understood. Through this lens of priorities, we work together to identify goals and a comfort level with risk and then develop a comprehensive investment strategy that works for you and your life priorities. Admittedly the world of finance and investments can be complicated. I've yet to hear a client ask for more industry jargon and complex terms. What I do hear is that they want to be understood, they want to be reassured that we have an established process, and that our Branch Team will be here to partner with them for the long-term.
Our collaborative process starts with our Branch Administration team, Carolyn Pratt-Spinella (Sr. BOA) and Micheline Dias-Barta. Together we are able to provide our clients with exceptional, personalized service. This team approach can also include your accountant and other trusted professionals to give you a unique and well-serviced approach that leverages everyone's expertise to help you achieve your financial goals.
I graduated from the University of Western Ontario (BSc) and joined the financial services industry in 2008 before starting my career at Edward Jones in 2011. After becoming a Financial Advisor I went on to attain the professional designation of CFP®. Continued learning & improving the financial literacy of the next generation is a passion of mine which I share through the volunteer work I do with Junior Achievers (Ottawa).
My wife Laura and I, along with our three children, (plus 3 dogs!) call Barrhaven, Ottawa home. My family and I love being outdoors and many weekends are spent hiking in the Gatineaus or camping. I also pride myself as a "weekend warrior" trading my suit for a tool belt to work on home projects and woodworking. Life can be busy but through it all family and helping to improve the life of my clients have remained at the top of my life priorities.