About

As an Advisor with over 25 years of experience in this role, it gives me great satisfaction when I see a Client’s plan help them achieve financial security. Throughout my career, I have helped many people navigate finances, including paying out many million dollars of life insurance benefits that have allowed Clients to maintain dignity. I consider Clients to be my friends and am proud to help them. My main focus is helping Clients with innovative retirement strategies to give clarity on their retirement.

Outside of the office, I like to get involved in my community. I am President of the Liverpool Privateers Junior Hockey Team and former President of the Kiwanis Club of Liverpool. I volunteer with the local community Music Festival annually. 

My family means a lot to me. My wife and I live in Liverpool and have two adult children. I enjoy spending time with my dogs and love to swim, travel, hike and golf. 

With over 20 years of experience in the financial services industry, I like helping Clients feel confident in their personal and business financial matters. As a Financial Planner, I believe that addressing financial matters can help to eliminate financial anxiety. I’m proud to hold the Chartered Life Underwriter® and the Trust and Estate Practitioner designations.

I work with Clients to find taxation and insurance strategies that help them accumulate wealth and cover risks.

A resident of Bedford, I’m active in the community. I am the Vice President of the Lebanese Chamber of Commerce in Nova Scotia. I’m also a passionate volunteer with NS Combat Sports Authority.

Since 1984, I have been working in this position helping Clients reach their goals. It makes me happy to help people and over the years many Clients have become friends.

In my role, I am often the first point of contact when people connect with our office. I speak with Clients and determine their needs so I can direct them to either Jason or Bruce. I do all the service work and book 99% of the Client appointments. My goal is to ensure we make Clients happy and meet their needs.

When I’m not working, I like to walk my dogs on the beach, spend time with family, and read.