Thanks for reading my biography. My sole focus as a financial advisor is to help my clients feel educated and in control by giving them a personized financial strategy. This is especially important to me in time of uncertainty like we are currently experiencing. Our clients are wonderful people that we care about deeply.

My branch office administrator Mary Heyblom and I want to understand what's important to you. You and I will work through my established process to build your personalized strategy and the specific actions needed to help achieve your financial goals. Together we will regularly revisit your goals, risk tolerance and the strategies we've developed to help keep you on track. This helps me meet the following client expectations:

• Regular contact, review and rebalance of your portfolio
• Understanding your goals and financial situation
• Carefully chosen quality investments (stocks/bonds/ETFs/GICs/mutual or segregated funds)
• Help you understand what your money is invested in
• Understanding your risk tolerance for market volatility
• Understanding the cost of your investments and my advice
• Work with your Legal and Tax Professional to achieve tax efficiency and estate planning
• Income options (especially for those retires that need an income)
• Discuss opportunities in good or bad markets

I choose to work at Edward Jones 10 years ago because of our shared philosophy that our clients interests come first. We are focused on the serious long-term investor.

I care about the communities I live and work. My wife Carrie and I with our three wonderful children live in Lucan with my office is located a short distance away in Grand Bend.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Education Savings Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Personal Fitness
  • Running
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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