Affluent investors and business owners need a team of professionals from multiple disciplines including accountants, lawyers, business consultants, insurance professionals and financial advisors to work as a cohesive group to help them achieve their financial goals. I work together with those at the top of their respective fields to create a seamless and holistic financial strategy, personalized to you, the client. A collaborative approach to your complex needs enables us to mitigate conflict of interest and do this more cost efficiently than a single office.

For the past 29 years I have used a process that puts all the pieces of the financial puzzle together as life unfolds and needs evolve. We stay true to a philosophy centred on health, family, purpose and finance. Ultimately, I want to help my clients ensure they are enjoying life and taking care of what is truly important to them.

Financial success is a matter of choice, not chance. I became a professional advisor because I like helping people make informed decisions to help enhance value in their business, build wealth, create income and protect assets so they can be transitioned tax efficiently to their family, church or charity.

I proudly hold my Certified Exit Planning Advisor (CEPA®), my Master Financial Advisor in Philanthropy (MFA-P™), my Certified Executor Advisor (CEA®), my Designated Financial Services Advisor (DFSA™), my Registered Health Underwriter (RHU®) and Fraternal Insurance Counselor (FIC) designations. My 29 years of experience in financial services combined with the knowledge and support of more than 7,000 home office associates in Canada and the U.S. play an important role in serving you behind the scenes.

My lovely wife Gina and I have been married for 28 years and we have two kids, Noah and Alessia. Three if you count our chocolate lab, Bear. I am a Fourth-Degree member of the Knights of Columbus and appreciate the opportunity to give back through service in the community. Outside of the office, I enjoy spending time watching, playing, and coaching sports of all kinds, especially hockey. I also enjoy home renovations, travel and good food.

If you are interested in having a conversation and learning more about how I can help you achieve your life goals, call or email today.

Focus areas

  • Business Owner Considerations
  • Wealth Protection Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Hockey
  • Pets
  • Home Improvement
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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