About

I grew up out west on the wide-open prairies in Saskatchewan before attending Carleton University in our nation’s capital city of Ottawa. While at university there, I began working as a dealer and supervisor for a local charitable casino. That led to a career in the casino industry as a table games manager at the newly opened Casino Niagara.

After several years in that exciting and fast-paced environment, I decided that it was time to pursue something more in line with my education and passions. I wanted to help people build their long-term wealth intentionally, instead of seeing them rely on chance or good fortune. So, in 2006 I embarked on a new career in the financial services industry.

Now, with over 15 years experience in wealth management and financial planning, I am dedicated to helping Clients achieve their financial goals. My approach is to provide an exceptional level of service with a keen attention to detail. As a Charted Financial Analyst (CFA®), I take an analytical look at each Client’s individual circumstances and help guide them through the many financial decisions and challenges along the way.

Outside of work, I like to stay physically active. I’m involved in the local hockey and volleyball communities and enjoy attending live music events. Travelling is also a joy of mine, as I love to experience and learn about different cultures and continue to see more of this beautiful world.