Before becoming an Edward Jones financial advisor, I worked as a senior wealth manager with two highly regarded international pension management companies for over 11 years. My background has provided extensive knowledge and open-mindedness about my clients' needs.

Many of my clients are families working towards retirement, I also work with corporations to build their businesses and help seasoned retirees with complex retirement income strategies. One of my greatest passions is to help people grow and protect their hard-earned investments with proper estate planning consideration. I believe in working closely not only with our clients but also their extended family, as a multi-generational approach is key to having an effective succession plan.

My knowledge in creating financial strategies is meaningless unless we partner closely together. Life is constantly changing and that is why it is crucial to regularly review your financial picture and make sure you stay on track to achieve your goals. Whether it's the birth of a new grandchild to add as a beneficiary, an unexpected illness or moving into a retirement community, I will take the time to clearly understand your priorities and ensure that you are aware of your choices.

I work closely with my branch office administrator, Tabitha Savage. We review every client and build an action plan to ensure they are on track to reach their goals. She is an integral part of our branch and not only provides personalized, friendly service to our clients but is also involved in building our business.

Outside the office, I love being physically active. I enjoy working out at the gym,playing soccer, indoor rock climbing and beach volleyball. Toronto is a beautiful city and I love exploring the many dining, sporting and entertainment options. Eh?

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Business Retirement Plans
  • Wealth Protection Strategies
  • Retirement Income Strategies

My Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Social Responsibility
  • Reading
  • Animal Rescue

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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