At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
I have over 15 years of experience in the financial services industry. I joined Edward Jones as a financial advisor and proudly opened my branch office in Welland in 2014.
My Senior Branch Office Administrator(Sr. BOA) Jyoti, has come to us from a large office in Oakville with Edward Jones. She also spent many years as an assistant with a private Hedge Fund, and previously was an office manager with an International shipping company. She is here to help our valued clients and pre-clients with any administrative needs or questions they might have.
I have completed many industry courses, including Financial Planning I & II, Conduct and Practices Handbook (CPH), Advanced Retirement Strategies (ARMS), Wealth Management Essentials (WME), and I am currently an FP Canada QAFP™.
My next conquest will be the CIM designation, which I have started studying.
It has been an honour to serve in my community for many years with a number of respected organizations, such as the Kinsmen Club of Fonthill and District for the past 10 years, and I was a volunteer firefighter with Thorold # 4 St. John's. I am currently a member of the Casa Dante Italian Club, a member of the Welland/Pelham Chamber of Commerce, and a new Member of the Niagara Industrial Association.
I have lived in Welland and the surrounding area for over 50 years, with my wife Lola and children Kurtis and Kaitlin.
I look forward to partnering with my clients to ensure the success in their financial needs for years to come.
- Wealth Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
- Community Outreach