Financial Advisor: Helping people define and achieve their financial dreams

I was raised to believe that everyone can achieve happiness and success if they always remember to do 3 things; take care of your physical, mental, and financial health, just do the right thing, and work hard and work smart. I was taught that managing finances is every bit as important to our overall health as taking care of our body and minds.

Getting to really know people, and learn what is most important to them is part of the first step of a proven 5-step process that I and my BOA, Rosemary, follow as we strive to help our clients reach their most cherished goals, and manage their financial health. It's vital that we take the time to meet and review regularly, and when necessary, rebalance their personalized portfolio of quality, balanced and diversified investments to ensure ongoing progress.

I graduated from the University of Toronto and went to work building what I thought was a successful career in office technologies, but I wasn't fulfilled. I wanted to feel my work 'mattered', and could impact on other people's quality of life. I then spent 9 years supplying medical technologies to healthcare professionals - providing education and training to help them use that technology to improve the quality of life for their patients. What I was doing mattered to a lot of people who's lives were positively changed by the professionals I served.

I chose to become an Advisor with Edward Jones because for almost 100 years this firm has been changing people's lives for the better. Now, I am the professional who can and does directly improve the quality of life for others, by helping my clients maintain their financial goals.

When I'm not serving my clients you will find me spending time with my beautiful wife and 2 amazing teenaged children (along with our dogs of course). We all love getting outdoors in any season and enjoying just about any activity you can imagine.