My work is all about making your life better.

I joined Edward Jones three years ago because the culture of care was evident from the moment I first discussed the opportunity with them. A culture that fully embraces the client, the prospect and the community. I knew immediately that this was the best place to enable improved financial health for folks regardless of their economic stature, knowledge base or habits.

I had a long history of executive positions across various operating, financial and marketing disciplines at the highest levels within a former Fortune 500 company. I have started and managed my own consulting firm and understand the needs of small business. I am a professional accountant (CPA, CMA) who has long valued and applied the opportunities our Canadian financial environment affords each one of us. And most important, I am passionate about applying my knowledge to the needs of real Canadians, whether they be businesses, individuals or family units to mobilize aspirations and dreams into outcomes.

We meet, we get to know each other, you share your dreams, your goals, the outcomes you hope and want to commit to for children, spouses, parents, employees and most critical, yourself.

We deeply access your current state and want input from you about your goals and dreams for the future. We put those needs front and centre when building your strategy. It could be a home, an education, travel, retirement funding, insurance needs and much more - but it is all about you. We will build a financial strategy together, whether that be a simple budget for short term needs or a more elaborate long term path with measurements and insights to get you there. It's all built within your level of risk tolerance which we will agree on right up front, and with due consideration for an everchanging marketplace and geopolitical world.

Let's talk. If something is keeping you up at night, I may be able to help.