My wife and I grew up in Burlington, attended M.M. Robinson High School and decided there’s no better place to raise our family. Our son and daughter are active in high school sports, and my wife teaches grade one in the community.

We spend a lot of time at our kids’ sporting events. In the winter, we enjoy skiing and snowboarding, and in the summer, we enjoy boating on Georgian Bay.

I began working when I was 9 years old. I started with a paper route and then worked a variety of part-time jobs to put myself through a business degree at Wilfrid Laurier University. I learned at an early age that saving and investing are two very different things. Saving can only help to achieve short-term goals, while investing is essential to achieving long-term goals.

When you save, you put money away for the future. When you invest, you put your money to work for you. Investing is no “one-size-fits-all” proposition. Choosing the appropriate investments depends on your current financial situation and short-term needs, your tolerance for risk, and your long-term goals.

If you’re a professional, executive, or business owner who lives a busy life and could benefit from someone acting as your "personal CFO," I can help. I also work with individuals and families, offering personalized service that focuses on helping them meet their goals. By taking the time to understand people's needs, I use an established process to develop a strategy tailored to help them build and maintain wealth.

My top-notch team includes my two branch office administrators, Betty Groff and Jesslyn Gagne, who have years of combined experience in the financial industry serving clients. We pride ourselves on establishing deeply personal relationships with our clients throughout their lives.

If you’d like to learn more about preparing for your financial future, call or stop in my office.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

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