I can still remember the feeling I got as a kid watching my savings grow. Every month, I went to the bank with my stepmother to deposit my baby bonus cheque. I wrote out the deposit slip, handed it over the desk and listened with great anticipation as the printer added my deposit, calculated the interest and tallied up my new total. I marveled how my savings was growing with this simple monthly habit.

It is likely no surprise that I chose a career as a financial advisor, helping clients build their own good financial habits so they can live their best lives possible. For the past 16 years, I've worked with clients in the Burlington area to help identify their goals, build personalized financial strategies based on those goals and partner with them for the long-term to help them stay on track. Sometimes staying on track is harder than others because by its very nature, investing lives in a world of volatility. I've successfully guided clients through every market type, including the great recession.

My practice is well suited for busy professionals and executives in various life stages who value the advice and guidance I provide. Prior to becoming a financial advisor, I was an engineer where I honed my skills of discipline. It's a skillset I continue to use in following a proven established process with clients and applying due diligence to the selection of investments and development of portfolios.

Our branch is rounded out with two highly skilled and client-focused senior branch office administrators, Karen Spencer and Pat McLeod.

Having grown up on Georgian Bay, I have a true affinity for water. I swim and am an official with Swimming Canada since my younger daughter is a competitive swimmer. My older daughter is a lifeguard, and my wife has recently taken up swimming. Even more than swimming, I love sailing, and every part of my personal vision for my life – from relaxation to adventure to travel – involves sailing.

My Personal Interests

  • Sailing
  • Traveling
  • Swimming
  • Reading
  • Cycling

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More