My interest in finance came at an early age, influenced by my father who is also a financial advisor with Edward Jones. Growing up in the Kingston area, I saw the impact he had on people's lives and I knew early on that this was the career for me.

As a financial advisor with Edward Jones I use an established process to understand what's important to you. Whether you're planning for retirement, saving for post-secondary education for your children or grandchildren, or trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to you and your success.

With a documented financial strategy, you can feel secure that your money is properly allocated for the future you envision. You can navigate through roadblocks - from a personal setback to a market drop. And we will partner with you throughout your life to keep you on track.

Karen McDonnell is my Branch Office Administrator. She is integral to the business, helping me build strong relationships with my clients and ensuring the day-to-day operations run smoothly. She moved to Canada from Ireland in 2013 and she and her fiancé, Ardan settled in Kingston.

I live in Kingston with my wife, Taylor. In my spare time I enjoy travelling and spending time with family, farming and playing sports.

If you'd like to learn more about how I can help you achieve your life goals by offering personal service and solutions tailored to your specific needs, I invite you to visit our office or give me a call.


Focus areas

  • Education Savings Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

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

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

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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.

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