Before joining Edward Jones, I had a 20-year career in plant biochemistry and molecular biology. I realized, one day, that I wanted to benefit others in a more tangible way. My career with Edward Jones has allowed me to do so. There are few things more satisfying than helping clients achieve the goals and dreams they've diligently worked toward for themselves and their families.

Investing is not a one-size-fits-all proposition, which is why I believe that before I can effectively serve my clients, I must first get to know them. I prefer to work with investors face to face, and I encourage my clients to drop by if they have questions or concerns about their investments.

Jason Kennedy, my branch office administrator, and I pride ourselves on being readily accessible, easy to contact, and providing exceptional service. Many of the relationships we enjoy with our clients stretch beyond simply serving their financial needs.

I especially enjoy helping those preparing for retirement and those living in retirement. Retirement is something we all look forward to – and many of us worry about. I help those saving for retirement by first determining where they are now financially and where they want to be at retirement. I then create a detailed investment strategy tailored to their unique situation and designed to get them there. I then work with them throughout their lives to ensure they remain on track. For those already retired we focus on ensuring that their income lasts at least as long as they do.

My partner, Paula, and I enjoy spending time in our cottage near Bancroft. Our children are spread between British Columbia and Toronto. My mum and brother live in England, and I visit them every year. I enjoy gardening, fixing things, and riding the local rail trails on my bike.

If a highly personalized approach to investing appeals to you or you'd like a second opinion regarding your finances, please give me a call or drop by my office.