Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies


  • APMA™ Accredited Portfolio Management Advisor™


  • BA, Communications, Finance & French, Brock University

Community participation

BNI-Leadership Team, Global Children Foundation, Pathway homes


I grew up in Montgomery county Maryland, and I’m fluent in French. I’ve also lived in Switzerland, France, and Canada, and I appreciate and cherish the opportunities to have lived and meet people from so many different cultures and backgrounds. I currently live in Annandale with my wife May, and two kids Sophie and Remy. In my free time, I enjoy taking the little ones on adventures and staying active: hiking, biking, and travelling. I also enjoy staying engaged in the community and currently serve as a board member for Pathway homes, a nonprofit which helps provide housing and rehabilitate homeless with mental illness.