My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a clients goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a Financial Advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.

Let's make it a great day!

My Personal Interests

  • Golfing
  • Baking
  • Running
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 08:00PM
Wed 08:00AM - 08:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed
Email Me

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