I work with successful business owners, professionals and individuals who take planning their future seriously - and I’m passionate about getting to truly know them. Whether you're planning for retirement, saving for post-secondary education for children or grandchildren, or just 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, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your lawyer, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Before joining the Edward Jones family, I spent 18 years on the Institutional Equity Sales and Trading desk at two of the largest global investment banks providing tailored stock market advice to professional portfolio managers and buy-side traders. Today I have the privilege to leverage that experience to provide my clients tailored goals-based financial advice and peace of mind.

I grew up in Ottawa and after graduating University with a Finance degree, I moved to Dublin, Ireland to begin my career and to experience Europe.

When I'm not at the office, I enjoy playing hockey, golf, guitar and most of all, spending time with my wife and two daughters.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Education Savings Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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