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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Family Finances
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree in Business Administration, Concordia University, Magna Cum Laude

Community participation

The Rose Church

Interests

Sports: Golf, Basketball, Football, Hockey, Soccer

Learning: Books, classes, anything that can expand my knowledge